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

To: Eric L who wrote (6611)	1/26/2001 5:58:42 PM
From: FactsOnly	Respond to of 196537

'"Customers won't be flocking in to buy 1xRTT handsets". ... because there is comparatively little interest of yet in mobile wireless data in the US, and not much is forecasted for the next few years (for 3G associated services). Messaging is slowly becoming a requirement but you don't need 1xRTT for basic messaging.' Customers will be flocking in to buy 1xRTT because service providers will motivate them. Service providers want 1x handsets because of voice capacity increase. Faster data speed will be free and after thought. Users buy handsets based on features ( bells and whistles ) that most of them will never use. So some will be motivated by the TV add. 1x phones will have additional appeal as any newer phone would have. But voice capacity gain and faster data will increase that appeal significantly.

To: Eric L who wrote (6611)	1/26/2001 6:03:27 PM
From: gdichaz	Read Replies (1) \| Respond to of 196537

Eric L: Re: "<< I for one will switch to a 1x phone as soon as it is made available from Verizon whether or not it can be used for 1x immediately in my geographical area >> Why?" Fair enough. As the old saw went "because it is there". My experience in following technologies over the years has been that the most common error made is to underestimate demand for the "new" particularly in the US. I suggest you are doing that, but I respect your view of course - even though I think that the problem with your judgement on demand is that it is difficult to judge because the key data uses are ahead, not here yet, but the movement toward interest in multiple uses for data will accelerate IMO. Perhaps we should just agree to disagree. BTW I expect Sprint PCS to drive 1x in the US and Verizon will do its best to compete. But time will tell. Again, best, and we probably should limit this discussion here out of respect for Ramsey Su and this thread. Chaz

To: Eric L who wrote (6611)	1/26/2001 6:57:47 PM
From: foundation	Read Replies (1) \| Respond to of 196537

"..because there is comparatively little interest of yet in mobile wireless data in the US, and not much is forecasted for the next few years.." ---------- Rather dogmatic. Sprint may disagree. They're pulling a lot of content together - including games for the kids - and kid in us all. And I suspect SMS will be equally fashionable here - especially with the urchins. And Sprint will have the capability to spice up SMS with legitimate graphics capabilities - just as Asia plans to..... Perhaps your view is too Verizonocentric? Verizon will be tardy - but Sprint should prove a sufficient catalyst. Certainly the assumption that little interest this month in mobile wireless data in the US leads invariably to the fact that this condition will remain static might provide comfort or confirmation to some with associated vested interests. You may want to read "The Tipping Point". It explains how, and how fast an idea or product can spread... Especially in a society like ours. ben