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

To: Maurice Winn who wrote (113453)	2/16/2002 3:17:50 PM
From: Neeka	Read Replies (1) \| Respond to of 152472

Now, it's time for the effectiveness of CDMA to be used in a huge price war, which will end up as a functionality/coverage war because minutes will be so cheap that nobody will care about minute prices but will care about features and functionality instead. Such as, "Can this gadget get cyberspace at high speed?" "Will there be busy signals?" "What's your coverage?" If the salesman can't show streaming PacketVideo images, [because it is GSM, Nextel, Analogue, GPRS, TDMA, EDGE or WCDMA] then the subscriber will buy something else. If coverage is rotten, they'll buy something else. If there are busy signals too often, they'll buy something else. A price war is GOOD for QUALCOMM. That's because CDMA comes into its own in the event of price and functionality wars. Fat, dumb and happy service providers who are used to wallowing in mountains of cash are going to have to get out there and struggle for survival. Good! Cheap services with high functionality means lots and lots and lots of QUALCOMM ASICs being bought to satisfy ever more demanding customers. Yay for the price, coverage and functionality wars - CDMA will win them. QUALCOMM will supply the ammunition. Thanks for putting this into perspective. It is something that long timers have been waiting for. The economics behind CDMA is going to be tested, and we know it will come out on top. My 23 yr old son got a chance to play with my N150 last night. He kept saying over and over again "this is soooooo cool. Look everyone, look at this, Basketball scores. It even tells you which player did what. This is sooooo cool." He was in total awe of this phone's capabilities as well as impressed with it's small size. Here in Seattle I am paying (VZ) $6.95 per month for Web access on top of my regular service agreement which is 1100 anytime minutes with 3000 weekend and evening minutes for $106.95 per month. For some (like my broke son) this is a lot of money, and he desperately wishes that he could join the rest of the world in being able to utilize this technology. I hope that I gave him some measure of hope when I told him, in my way, what you have said here. I am waiting for the N300 to come into my local store so that I can upgrade another phone. I am ashamed to say that I held on to my last phone for over four years. I am also very pleased with the new technology, and should have upgraded a long time ago. Taking your scenario into consideration I hope you are right. I look forward to a price war, and lowering of cost for voice and Web access. Being able to access my information wirelessly has all of the sudden become very important to me. For the first time ever, I am not tethered to my desk, and I like it a lot. If the service providers are forced to lower cost to consumer, young people will eat this up. Best M PS Got off the phone with a friend that works in the "Wafer" business. The company she works for has laid off quite a few people over the last 2 years. She is killing herself working lots and lots of overtime. Orders are coming in from all sectors, and they are having a hard time keeping up with demand. Now that was good news.