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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: 100cfm who wrote (3580)	10/10/2000 11:56:13 AM
From: engineer	Read Replies (1) \| Respond to of 197207

www2.marketwatch.com

To: 100cfm who wrote (3580)	10/10/2000 11:47:54 PM
From: gdichaz	Read Replies (1) \| Respond to of 197207

100cfm: Light dawning on the attraction of i mode for wireless operators in Korea. The analogy is to AOL with PC's in the US. i mode is a license to mint money by keeping the customer within the operators own system for many purposes such as games, restaurants, etc. and while just as AOL does, access to the web is possible, it is not absolutely necessary for many people. In the US some people never leave AOL to get to the net. In Japan many people (particularly teenagers) never leave i mode to get to the net. So the operator has a captive customer in effect in the same way AOL has effectively hung on to captive customers for its ads and features who seldom if ever go through AOL to the net. i mode is equivalent on the small wireless phone screen to AOL on the PC screen. So access speed is not a major factor. i mode content is key. Comments? Best. Chaz

To: 100cfm who wrote (3580)	10/15/2000 9:58:04 AM
From: gdichaz	Read Replies (3) \| Respond to of 197207

100cfm: Is there a natural use of i mode with CDMA? Dr J has questioned whether WAP has more than a temporary role in CDMA wireless, since CDMA has always used IP and can connect directly to the internet without intermediary. Since one of the strengths of i mode seems to be that it can be used in lieu of WAP, is there an opportunity for CDMA and i mode to reenforce each other as a means of strengthening the wireless / internet connection? Clearly the major strength of i mode as used by DoCoMo in Japan is ease of access to content which is popular in Japan, especially among teenagers. That part may not be easily transferred outside Japan. But using i mode rather than WAP with CDMA with its IP built in, might be. Comments? Chaz