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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 (5991)	1/7/2001 1:30:01 AM
From: The Verve	Read Replies (2) \| Respond to of 196749

I don't know if we can call email the killer app. I can send and receive email on my handset now - I sure don't use it. Plus, it still can be done (albeit slowly) in the 2G environment. No, what I was referring to is the app that can only work in the 3G environment, because of the additional capabilities. Only three apps I can come up with that would use full 3G capabilities: 1) Ability to watch TV on phone. (Not sure if I would pay a large monthly fee for that, but I certainly would invest in a new handset to be able to tune in to certain programs when I'm out and about) 2) Videophone (Problem with this is - will the mass public use it when they've already shunned it in the desktop environment?) 3) High speed 'net connection. What else? None of these are killer apps...not like the killer app of making a call on the road on a 1G cell phone or sending email to your friends and accessing info quickly on an Internet connection. Those uses were revolutionary. What's gonna be the revolutionary use for 3G networks? What's gonna drive the rest of the carriers if the first mover carriers aren't able to offer something significantly better than what's available? Will capacity relief alone be enough to still create mass, industrywide 3G migration? The answer to this question is beyond me. I'd like to hear what Eric L., Ben G. and some other views on this. 'Cause frankly, one reason my portfolio is so heavily weighted in Q is my assumption that 85% of the world will be using some form of CDMA by 2010. So, if the world yawns at 3G, carriers decide to make due with 2.5G and CDMA only exists in 25% of the world by 2010, well, that's something we all should consider as diligent investors, right? Verve@Qisthehardesthorsetohandicapever.com