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To: tinkershaw who wrote (51145)	4/26/2002 4:22:43 PM
From: Thomas Tam	Read Replies (2) \| Respond to of 54805

Does this have an resemblance to free internet access? I can't see the majority of companies (at least over the next couple of years) being willing to pay for free internet data via 802.11a/b/g even if that means a small number of additional customers coming to their shop. Business model makes no sense just like free wireline internet. You may have someone willing to try this, but widespread adoption just has to many hurdles to overcome. CDMA is here to stay and that means QCOM will be the beneficiary. I agree the high prices being charged for wireless data is crimping wide adoption and content is still in very early stages, but this should turn. Maybe being a QCOM/CDMA bull is clouding my thoughts here. gg Later

To: tinkershaw who wrote (51145)	4/28/2002 11:42:15 AM
From: marketing1	Read Replies (1) \| Respond to of 54805

<<So unless CDMA data usage bills become reasonable>> Agreed, at current pricing, data usage will not proliferate. Talked to local Verizon wireless store recently, they charge standard per minute rates for data plus a $30. monthly usage fee. They claim to be rolling out 1x along the East coast and appear to be doing so. Sprint wireless local salespeople tell me they will roll out Wireless in July '02 throughout the entire US simultaneously. They do not have details of pricing yet. I would think from a marketing perspective that Sprint will offer a pricing package for Data that is competitive to Verizon. AND THE PRICING GAME BEGINS! Here are the factors (imho)which are yet to develop to contribute to more mass utilization of mobile data: 1. We need to have 2 carriers in the CDMA data game in order to get that needed pricing pressure that will enable more mass utilization. CURRENT PRICING IS A KILLER. 2. The carriers need to have the capability throughout their networks for Data usage. 3. As people become use to using the internet like people use the telephone, then people will want to have the internet everywhere, in a similar fashion to how telephone usage begot cellular usage. The more one uses the internet, the more application one finds to use the internet. Broadband connections which are always on in the workplace and often at home are proliferating. Professionals are much more heavily dependant on the internet now. Basically, it all boils down to supply, demand and competition. regards, marketing@WeAreGettingThereButNotFastEnoughForMe.pov