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

To: Art Bechhoefer who wrote (109437)	12/10/2001 1:02:52 PM
From: ggamer	Read Replies (1) \| Respond to of 152472

For example, SI members would be much more productive at work if we were able to read the posts in our car, dental office, coffee shop, in-laws house, in the bathroom, during lunch outside the office, waiting for a car tune up, waiting in line at the DMV, or in the park with kids. Great pretty soon we will hear from doctors about wireless data impact on family time. Same things is true for playing a nice game of chess. I can not wait for 1X. GGamer QCOM, Toll Gate to Freedom

To: Art Bechhoefer who wrote (109437)	12/10/2001 1:52:43 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 152472

Art: In this aspect "wireless = no wire". Yes. But two additional points to ponder. Once I have decided to stop moving (which I can do with fifteen minute's notice), the range of technical possibilities by which I can connect seamlessly to the 'net expands considerably. I am composing this post from my laptop, at the moment disconnected from the net and sipping coffee. I'll send it later when I'm no farther than 8 feet from a wall jack and momentarily stationary. I have learned to work effectively as a globe-trotting high-tech 7x24 exec: from a beach in Bermuda, a train in Toronto and a plane over Paris. Let alone a laptop on my lawn. So the "burning need" for instant-on, high-spectrum efficient wireless connectivity is possibly overstated. At least in my not-so-humble (but somewhat experienced) and probably biased opinion. And if someone needs me urgently they can always call me on my dumb old 2G cell phone. Which makes mobile voice a lifeline, and thus a killer app, for sure. Second point. The terms "wireless" and "mobility" and "CDMA" and potential long-term infringement upon Q's intellectual property are not synonymous. Yet it is the latter which is the primary determinant of Qualcomm's licensing revenues. One may become ultimately important while another diminishes to irrelevance with the passage of time. Thus it seems a good idea to parse through this segmentation of the market very carefully. Seems to me that the extrapolation from "wireless" to the price of QCOM seems to be somewhat overlinear at times.