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

To: engineer who wrote (99492)	5/19/2001 3:17:14 PM
From: Jack Bridges	Respond to of 152472

While cruising the Danube and Rhine last year, I would look for a telephone access to the Net at every stop, almost always with no luck. What I did find in several cities, was a coin operated Internet box, usually in a Mom and Pop food shop. There were typically two or three side by side. Very practical, and I suppose the shop made a profit from them.

To: engineer who wrote (99492)	5/19/2001 3:28:09 PM
From: pcstel	Read Replies (2) \| Respond to of 152472

"There had NEVER been any diminished revenue model from the CDMA data stuff. As I said, it was projections on these threads that made it sound as if they got royalties from every laptop." Maybe it was those same incorrect projections on these threads that propelled QCOM stock price and Market Cap to exceed 125 Billion Dollars at one point? I am not saying that it is QCOM's fault that investors projections were way too high. But, when I read a statement that said "We are currently talking to Laptop Manufactures about inclusion of QCOM technology into their products.. I NEVER would have concluded that they were talking about a $150 Modem Card.. In my mind.. It meant.. Royalties from a Laptop.. Not a Modem Card.. 5% of $2500 bucks.. Yeahhhh Babbbyyy!!! I was WRONG.. But, maybe just Dumb Lucky that I started unwinding my position after the 4:1 split!! Here is a question that I have been trying to find out for quite some time.. And if you can not answer it.. Then I understand!! On the CDMA Modem Card.. Is it's royalty run rate the same per manufacture as a Cell Phone.. In other words. Since the Modem Card.. will, in affect, be used to by-pass some pretty decent royalties depending on which product it is being plugged into.. i.e. Laptop. Or is the royality on the Modem Cards much higher to help offset the "marginalization of regular royalties" do to the ability to transfeer the Card from one device to another? PCSTEL

To: engineer who wrote (99492)	5/19/2001 3:40:20 PM
From: saukriver	Read Replies (1) \| Respond to of 152472

the basic business propostion on the laptop is that just as the cable TV industry has changed due to the amount of subscription, so will the HDR or 3G propositon. the one over riding idea that has 3G/HDR gaining more ground over time than the 802.11 is that there is one ubiquitous roaming advantage that 3G/HDR can offer and 802.11 local service cannot. So what if you can go to random Mom and Pop places and get access. It is hit and miss and if you REALLY NEED it, you cannot count on it, except that you can remember where there was service last time. but then if you get there and it doesn;t work, you cannot call anyone and ask for help or even demand that it work. Mom and Pop are busy today and it will have to wait (during the heigth of Christmas rush....). Perhaps you have missed the fact that Metricom, which is somewhere between these two is bleeding money these days to the tune of $33M a month? Somwhere in there, I think are saying that the difficulties of rolling our access on a pole by pole, store by store basis are far more daunting that cell coverage. MCOM is a textbook example. (Hopefully, they hang on until HDR is rolled out because they are my ISP.) Good point.