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

To: John Biddle who wrote (4719)	11/18/2000 1:41:41 AM
From: John Biddle	Respond to of 196952

And now for some good Comdex news. Wireless was everywhere! It seemed to me that it was by far the dominant theme of the show. There were no end of vendors selling or demoing prototypes of wireless handheld devices that could connect to the web. If there was one thing that the vendors seemed to believe in it was that the wireless internet would make the web revolution look tame, both in size and in the rapidity with which it becomes pervasive. One presenter spoke of how the pace of the uptake of telecommunications technology was accelerating at a phenomenal rate. I don't have his numbers at hand, but the following is a close approximation: Technology Years to achieve penetration of 30 million -------------------------------------------------------- Phone 60 Years Radio 30 Years Television 15 Years PC 8 Years Web 4 Years Wireless Web* 2 Years (* = projection) Now this trend is old news but the vendors seem to have taken it to heart and realized that if they don't get in early they might not get in at all. I can't tell you how many different cell phones, PDAs, two-way pagers w/email, tablet PCs etc. I saw. The variety was endless. Wireless web is not only real, it's going to be gigantic.

To: John Biddle who wrote (4719)	11/18/2000 7:31:06 AM
From: Lipko	Read Replies (1) \| Respond to of 196952

John - we all have come to understand during 2000 (rather than 1999) that it IS about product. No more hopeful expectations. 2001 should be about getting all kinds of product to market, convincing the world that it works, and watching the FUD disintegrate. I've been in Q since the Spring of 1997 waiting for this and, like many of us, just got too carried away last year. The bear market in most techs has been pretty devastating, p/e's have returned to atmospheric rather than stratospheric levels, the election will be decided, maybe even by January 20 (although the Florida courts may be just as political as the pols), and 2001 will dawn. Let's hope for better things. John