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To: Maurice Winn who wrote (511)9/16/2005 4:25:11 PM
From: KyrosL  Respond to of 217686
 
One of the problems for mobile telephony in general (and QCOM in particular) is that fixed telephony is rapidly approaching zero cost via VOIP. It was only a couple years ago that the typical fixed telephony bill was about the same as the typical mobile bill. Skype has radically altered this picture. How long can QCOM's hefty margins survive in this environment?