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

To: arun gera who wrote (4908)	11/23/2000 2:14:23 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 197001

Re : (the "great") AOL "giving away ..." -- AOL doesn't ever give away anything of value. I believe that those monetary offers are contingent on a contractual agreement to pay AOL's extremely high monthly connect fee. (For a period so long that AOL more than makes up any money "given away"). (And, with a cancellation penalty, too). Jon.

To: arun gera who wrote (4908)	11/23/2000 3:59:22 PM
From: A.J. Mullen	Read Replies (1) \| Respond to of 197001

Arun, in the case of the UK it was for a fixed term - 20 years if I remember correctly. That might not turn out to be a bad price for access to a screen that people turn to frequently. Ashley

To: arun gera who wrote (4908)	11/23/2000 4:45:38 PM
From: Ramsey Su	Respond to of 197001

Arun, I think you are comparing apples to oranges with the figures. The pop in $500/pop is population covered, not subscribers. What percentage of the population do you think will sign up for 3G service when it is first available, a year after it is available, 2 years after it is available ....... If you try to convert the figure to $xxx/subscriber, it is even more ridiculously expensive. Do not forget that is just buying "air". The carriers still have to spend another fortune on hardware, before they arrive at the rebate stage. Unlike MSN and AOL, the wireless industry's rebates are typical handset subsidies and gadgets related. As an example, a good current per sub value is the rumored $9.6 billion number that DoCoMo is supposedly paying for 20% of AWE. As of last qtr, AWE has 12.6 million subs (15M if they count partnerships without controlling interest). That is $3,809 per sub. Going forward, what does AWE have to do to compete with VZ and Sprint, when they launch 1X? I don't know the details pertaining to the adequacy of their current spectrum but I remember horror stories about their over loaded system in the East Coast when they launched their one rate plan. Last qtr, AWE has one of the highest ARPUs at $71.50. Do you think that with 3G features, the ARPU could double? triple? I know most on these forums would disagree but I think the masses still prefer to put food on the table, or pay rent, over high speed wireless data. Enough of this 3G talk for now. I need to go do some serious damage to the awaiting turkey. Ramsey