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

To: Boplicity who wrote (103134)	8/22/2001 11:22:20 AM
From: golfinvestor	Read Replies (2) \| Respond to of 152472

<So, will G3 be a technology that is in search of solution? Or is there a need in search of technology to support the G3 push?> Boplicity, It's way to early to draw any meaningful conclusions. Based on the popularity of I-mode, the Japanese will most likely be all over the new 3G devices when available. I'm not worried about my investment in Q. As long as CDMA continues to grow worldwide Q will do the same. Keep the faith. Regards, Golf

To: Boplicity who wrote (103134)	8/22/2001 11:31:19 AM
From: Mark Fleming	Read Replies (2) \| Respond to of 152472

I view the Cell industry in the same light as the PC industry. When was the last time you cared about the next INTC cpu. 1.3 gig, 1.5, 1.8 etc etc. your eyes start to glaze over in apathy toward what looks to be a technological advanced that is not solving or improving the users experience. I think the mobile phone industry now is more like where the PC industry was when the processors running below 100 Mhz. IN that era and the years that followed, users salivated at the thought of faster processors, bigger disks and more memory, and they did run out in droves to buy up the newest models. The increased performance did, in fact, enable the usage of many new applications too sluggish to use earlier.

To: Boplicity who wrote (103134)	8/22/2001 11:44:41 AM
From: slacker711	Read Replies (2) \| Respond to of 152472

My biggest worry about investing in QCOM is the possibility of G3 being a technology that has been created to not meet the needs of the users. I agree that a lack of applications is the biggest challenge facing Qualcomm right now. They have created the technology (1xrtt) and the business model/operating sytem (BREW)....they now are going to have to depend on 3rd party developers to create content. One advantage that 1x will have over prior technologies which were looking for content (like broadband) is that the fact that 1x doubles voice capacity will guarantee a large subscriber base. This wont be a chicken or egg scenario. Korea is going to have a huge 1x subscriber base by the end of the year. My guess is that this will automatically drive developer offerings, especially with BREW giving 80% of download fees to the content company. The question then becomes....will consumers base there wireless decisions on content offered by the operator? If the answer is yes, we may finally see a divergence between the fortunes of CDMA operators and non-CDMA operators in the US. If the answer is no, then it will be business as usual....no dramatic rise in earnings due to 1x. Slacker

To: Boplicity who wrote (103134)	8/22/2001 12:23:29 PM
From: Dennis O'Bell	Read Replies (1) \| Respond to of 152472

B - all these home PCs have reached such a comfort level in performance that connectivity is now the main bottleneck to a better user experience, that seems clear. This is true whether it's wireless or eventual fiber to the home. I think these two will benefit each other and dismiss remarks about wireless "replacing" wired connections. When we begin to have real comfort levels in bandwidth, then the killer aps will come naturally, boosting both wired and wireless demand. People have talked about streaming video on demand as a killer ap, and certainly the entertainment industry could finance building out the infrastructure to do that. But streaming video could be handled by storing content at the cable company head end and downloading it to users in the local community without any real general purpose bandwidth behind it, that's a concern for me. General purpose bandwidth is the best, the audio CD is a great example of a point solution, dumber than dumb digital storage media that has turned out to be far more useful than just for music. The frustrating part about this is that it could just take a long time for G3 to really flower, a question of when, not if.