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

To: jackmore who wrote (5105)	12/1/2000 3:05:34 PM
From: Pierre	Respond to of 196546

As 1X is deployed in direct competition with the lower data rate systems, we will see what the markets choose. The outcome will dictate the pace of wCDMA adoption in these countries, if not other parts of the world. I think you have sliced to the core of the issue. Those lower data rate systems are tailored to small screens. 1X presumes direct internet access. That experience has to be made satisfying on a small screen for 1X to take market from i-mode etc. Interesting that this is shaping up as a tech battle that has little to do with CDMA. I guess that's what happens when you finally get a big win - you have to wait for someone to notice. High data "I've gotta have it" killer apps - that's what is needed now. Pierre

To: jackmore who wrote (5105)	12/1/2000 9:54:34 PM
From: Bux	Read Replies (1) \| Respond to of 196546

<<As an aside, I also expect that in either case we are going to start to see a real bifurcation of the wireless market into data and voice components. The consumer side weighted toward voice, and the enterprise side weighted toward data. There will be a mix, of course, but a distinct weighting, IMO.>> Jack, I would suggest that consumers will be the heaviest users of data. Data will be relatively cheap and the "cool factor" will drive consumer use, streaming audio and video, maps, etc. Most business use will be relatively light on high-bandwidth data needs, orders and inventory stuff is mostly low-bandwidth. Plus, everyone is a consumer, only a small sub-set are also business people. Bux