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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: engineer who wrote (99473)5/19/2001 1:07:37 PM
From: carranza2  Read Replies (1) | Respond to of 152472
 
Wheew! Thanks, engineer. I knew in my gut that mighty was right. You've confirmed it.

Sorry to burst your bubble. Just look at NetZero. that is just about their entire corporate return as well. The Internet is NOT free.

Still wondering why Q plunked down megabucks on NetZero. I guess it's entitled to an misstep every now and then.



To: engineer who wrote (99473)5/19/2001 1:08:10 PM
From: pcstel  Read Replies (3) | Respond to of 152472
 
ENGINEER: "How about when the store next door decides to use it for their store and they get all my customers when I do not?

EXACTLY!! Imagine you are in the Mall with your WLAN enabled PDA.. (Becuase you use WLAN interface while you are at home).. Like I do..

Hey honey, I need to check my mail real Quick, Victoria's Secret has net access.. Let's pop in so I can check my mail.. Out comes, Mr. and Mrs America with some a bag of Victoria's Secret stuff..

You can imagine the same advantage at a booth at a Convention or Trade Show.. Let's go over to XYZ company's booth.. They have Free Net Access!!

Business is competitive.. Like I said. If Starbucks can find a competitive advantage for doing it.. Almost any retailer can!!

And it all takes away from the potential of QCOM and Wireless Operators.. IMO.. Imagine when companies that paid Billions of Dollars for 3G spectrum, find out that Mom and Pops Dinner is offering similar/faster services inside their dinner FOR FREE!!

PCSTEL



To: engineer who wrote (99473)5/19/2001 3:27:07 PM
From: saukriver  Read Replies (1) | Respond to of 152472
 
Or take the case of Starbucs. They have these little tiny stores which are always crowded and built a business plan around fast service, fast turnover of customer base, low paid, low trained operators, small staff, 45 seconds per customer contact time. They put in this nice wireless thing. It is in conflict with their basic customer premise, which is to serve alot of people fast, get them in, get them out.

Actually, Howard Schultz's vision for Starbuck's is creating a "Third Place." (home, work, and SBUX). It is spelled out in "Pour Your Heart Into It," his biography of sorts.

People lingering for hours is not inconsistent with people coming in, getting coffee, and leaving. Two different types of customers (one with time and those without, each addicted to caffeine).