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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Neeka who wrote (3689)	10/28/2001 1:43:32 AM
From: Maurice Winn	Respond to of 12231

As goes CDMA in Korea, so it will go in China and eventually the world. Message 16569873 <The mobile communications industry is thriving with more than 700 million people in the world enjoying the benefits it brings to their everyday lives. The information-technology (IT) industry is expected to further develop centering on the mobile segments, including the wireless Internet, personal digital assistant (PDA} and bluetooth. As the Minister of Information and Communication of South Korea, I am more than pleased to note that we have emerged as an IT power, most notably in the mobile communications sector. > Next year, there will be about 1 billion people using mobile phones. By 2010, there will be 3 or 4 billion people using mobile phones and other gadgets. They will be buying new ones every two or three years. They will, by then, be ALL CDMA [give or take a few] because GSM will ONLY do voice and that will be so out of date as to be hopeless. The spectrum will be needed for other things. The fun is [still] just beginning. As mentioned in the Digivent, the 1xRTT gadgets in Korea have been selling for $200 to $500. That's a lot more than straight phones. People want colour screens, built in digital cameras, speed and low cost. Other stuff too. 5% royalty on $200 [the wholesale price, I suppose] is $10 The ASIC is worth about $25 [I guess]. Billions of people and ASICs and royalties. There are some big numbers need adding up in the QUALCOMM business. [Even without WirelessKnowledge, PayPal, Eudora, Globalstar, KT Freetel, Graviton, OmniTRACs, Winblast, etc, etc, etc....] Mqurice