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

To: ohohyodafarted who wrote (50855)	3/8/2006 11:01:31 AM
From: ryhack	Respond to of 197031

Bob, I attended the shareholder meeting yesterday and was particularly impressed with the MediaFlo and IMoD (Iridigm) products on display. The screens of MediaFlo handsets were surprisingly clear with vibrant colors and no "flicker" due to low frames per second. Before seeing the MediaFlo handsets in person, I was pretty skeptical about whether watching TV on handsets would ever be compelling. After yesterday, I am a believer, although I think such a service will be compatible with with consumers who commute by bus, train, subway, etc. than those of us who drive to work. The time involved in switching between channels was not an issue and seemed akin to switching channels on a TV. The IMoD screen display consisted mostly of exemplars of the color combinations (bronze images on a lighter background, dark lines of text on a light background for use in e-books, maps, etc., and full-spectrum displays like those used on most cell phones these days). However, there was one functioning IMoD screen that was truly fantastic. The lines of the images/text were exceedingly crisp and easy to read. The screen was easy to read even while in the glare of the lamp on the display table. It even was easy to read / see when the screen was moved into the darkness below the display table. The rep manning the table grinned when asked about future plans for incorporating the screens into auto dashboards...sounds like something is in the works for a high-end European car manufacturer. I also got the impression that the screens will be used first in cellphones (rather than in watches as I previously thought, based on something that I read somewhere). Both MediaFlo and IMoD technologies seemed quite promising. Also, "little Irwin" (i.e. Paul Jacobs) did a fine job in his keynote address. He has matured a lot over the past year and exuded competence and confidence in his remarks. I think that Q's future is very bright. Ry

To: ohohyodafarted who wrote (50855)	3/8/2006 11:13:43 AM
From: Jeff Vayda	Respond to of 197031

TV on a phone...... If you ask people would they like to watch TV on a phone - of course they say no. They want the big screen DLPs, LCDs or plasmas. But that is asking the wrong question. The correct question is: "Do you want the capability to be instantly entertained when bored?" Sitting in a doctor's office, waiting for the bus, there are a lot of opportunities throughout the day when people would catch a quick view, and these are not the tiny segment of the population you mention as 'have no job, drive a crappy car...'. The vast majority of folks have quite a bit of time during the day that is being filled by someone else (Doctor/bus line) and they would love to be able to 'use' that time doing something they think is value added - such as reviewing last week's Desperate Housewives. The market is there for the minutes - be they talk or view minutes. But as with voice, they will price the view minutes to the moon before they fill the network. As a result, they will alienate a large segment of customers, many of which will never contribute to the carriers bottom line. (See any number of Mq's rants for details on pricing strategy