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

To: biostruggle who wrote (111624)	1/25/2002 12:01:03 PM
From: Keith Feral	Respond to of 152472

I just watched a Netzero commercial on TV the other night. They are advertising their Platinum service for $9.95 a month to compete with AOL. They are still offering their free ISP service. The basic service is driven by advertising and the premium service is advertising free. In the new era of digital services, ISP providers are going to have to find new ways to justify their services. The telecom companies like FON, PCS, VZ, MSN and others have put AOL into the corner with no value added services. I am willing to pay MSN $19 a month so that I can retrive My MSN at home or work. However, I could get the same information from Netzero and My Yahoo! services for $0. However, MSN has certain advantages over My Yahoo! with respect to features to like Windows Media Player that will soon enable me to retrieve my MP3 or WMA music files from other WMP enabled devices. The ISP's are beginning to migrate their billing from ISP services to monthly storage fees for digital data. MSN and Yahoo are both introducing fee structures for 20 GigaByte storage. That is a lot of Cd's, DVD's, digital photos, digital movies, computer games, etc... The shift from ISP portals has cleared the way for low cost ISP providers now that more people will be using high speed alternatives to the net like CDMA2000 1x & broadband wireless. Unless you have a compelling reason to pay AOL and your high speed provider, people are going to stop paying for ISP providers to defer the new costs of digital high speed providers.

To: biostruggle who wrote (111624)	1/30/2002 3:02:23 PM
From: ggamer	Read Replies (1) \| Respond to of 152472

As far as investments are concerned, QCOM needs to go back to its basics and see why their strategy in Korea played out so well for CDMA years ago and how they can use the same strategy going forward with other countries and companies. Lately there have been many ventures that have gone sour (Vesper, Globalstar, Netzero, etc.). They work hard in bringing the revenues so I hope that they don't take the risk. Otherwise they can invite all the share holders to Vegas so we call all have some fun loosing. You agree Ruffian? :) GGamer