Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (33133)	3/5/2003 3:53:36 PM
From: q1000	Respond to of 196654

Seybold's business model for data only services. Seybold has repeatedly said that he does not see the business model where one makes money at WiFi installations, such as those at Starbucks, since he does not think there will be enough users. I do not recall that he has ever made said that a data-only business plan based upon EV-DO would not work. With multi-mode phones in a couple of years and NextWave as a wholesaler of data services, the EV-DO service could be build up slowly as the demand developed--starting in the data intense areas. IJ has repeatedly emphasized the capacity issues of speed and that DO only costs 2.3 cents per MB for the operator to deliver. The spectrum constrained carriers, reluctant to clog up their voice with data now, should welcome NextWave's offering of DO.