Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pcstel who wrote (106278)	10/5/2001 6:27:54 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 152472

You, too, have a point. Let's look squarely at that worst-case. Let's say 3G is dead. Or going into hibernation for a long enough time, that (from the viewpoint of investors) it looks dead. Let's say the only killer app for wireless is voice. Can you find any articles in the business press, currently, which say anything other than: 1. 3G timetables are very uncertain 2. 3G has no apps, no proven markets 3. the companies that were expected to pay for the 3G buildout can't 4. the industry is in a liquidity crisis, everyone is desperately conserving cash. At a stock price of 40, how much future profit stream from non-voice 3G is, today, in the stock? How about at a stock price of 25? At 25, I'd say that the stock price is entirely based on the existing 2G footprint. Which isn't likely to go away. At 40, the stock price is still just pricing in existing 2G, and a reasonable extrapolation of 2.5G revenues, but still nothing from 3G. Only above 50 or 60 are expectations for 3G built into the stock.

To: pcstel who wrote (106278)	10/5/2001 6:33:39 PM
From: DiB	Read Replies (4) \| Respond to of 152472

Interesting thoughts, pcstel. IMHO: 1) BREW applications will emerge, it's way too cool of a technology not to be played with. 2) These applications will require high-speed mobile data connections. 3) If the carriers find a way to have fixed-price monthly plans for these services, they will take off like rockets. Home Internet was luxury - now it's not. Wireless voice was luxury - now it's not, it's rapidly becoming a necessity. I think same will eventually happen with wireless data. It will be way too cool and convenient, with new shiny handsets and various applications... and fixed pricing.

To: pcstel who wrote (106278)	10/5/2001 7:07:54 PM
From: waverider	Respond to of 152472

As each one of our visions gets kicked in the cajones, I'm seeing more and more truth in what you are saying. <H>

To: pcstel who wrote (106278)	10/5/2001 10:25:59 PM
From: puzzlecraft	Respond to of 152472

I think a good definition of 3G is if your mobile phone can do video (motion or "nice" still shots in a "timely" manner) it is 3G, if it can't do video its 2G. From what I've read 1X in Korea is spawning image exchange, and is a harbinger of things to come. I bet Virgin on PCS pushes this, and successfully. So, IMO, 3G is not dead, and voice is not all of "it". P.S. good call on QCOM/Pro Forma stuff

To: pcstel who wrote (106278)	10/5/2001 11:41:29 PM
From: idler	Read Replies (1) \| Respond to of 152472

<3G IS DEAD!> "(Korean) Demand for mobile phones shifting to 3G models Domestic demand for mobile phones is shifting towards cdma2000 1x handsets. According to industry data, sales of cdma2000 1x phones as a percentage of total cellular phone sales reached 63 percent or 820,000 units last month, heralding 3G mobile phones' domination of the local market. Of the cdma2000 1x mobile phone sales, the share of models with a color display rose to 21 percent from 16 percent the previous month. Market leader Samsung Electronics held a 52.9 percent share, trailed by LG Electronics with 22.9 percent, Motorola with 10 percent and Hyundai Curitel Co. with 3 percent. "The sales results show that the market is being overtaken by the next generation phones and we expect to see a rising demand for high-speed transmission and color displays," a Samsung official said." -- from other thread.