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

To: Valueman who wrote (7565)	1/26/1998 12:45:00 AM
From: qdog	Respond to of 152472

It isn't necessarily for the average consumer. Being a road warrior and in the industry; the business traveler has up to now been at the mercy of the hotels/airports for connectivity. Temporary connections via wireline are average at best, for construction projects. Say you were an engineer on a large suburban project. You meet with contractors on a problem that needs immediate attention and resolution. With the present wireline system, the best you can hope for is maybe a 33 Kbps connection. Would a higher speed connection be worth the money that you may spend to transport it with you of say 128 or 384 Kbps? Remember time is money, as this multimillion dollar project, with union labor on scene, is at a standstill due to a engineering cockup or logistic snafu. Is it worth it to you and your company to have realtime, high speed connectivity that is portable? Frankly, I handle problems on the scence better than them being called into my office to resolve over a voice circuit. My desktop has more information than my laptop. Accessing large databases or CAD programs are better at 128/384 than at 33.3. Tick, tock; time is money!! Look at QCOM original business, Omnitracs. That is built around the trucking industry. Purely wireless and a damn better productivity tool than payphone/pager/cellphone. Cheaper, not hardly, but sure is more effective and realtime which pays for itself over and over.

To: Valueman who wrote (7565)	1/26/1998 12:52:00 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

High end commercial, high end product, appealing to high end customers. The q phone is not going to be bought by the masses. Q is marketing itself as the high end of digital wireless. The commercials are cool, like them or not. Thanks Ramsey for the SEA outlook. Surfer Mike, my thoughts about being in this stock are basic, so were my reasons for harassing ericy. Low teledensity means low GNP, increased GNP, increased teledensity, future wireless buildout, obviously going cdma. My arguments to the flatworld were intended to bring forth why GSM would win other than existing market share. Nothing came forth except defensive posturing. CDMA overlays looks cost effective and likely, which is good. Its early but it looks like QCOM will get their well deserved piece of wcdma or cdmaOne. My thoughts on the future cdma phone wars (assuming mot and nokia et al can get one to market) is that more will be sold as airtime goes down for digital. As airtime gets cheap, people will care less about the price of the phone and go for the "coolest" phone which hopefully will be the high end Qualcomm phones. Q is obviously trying to become another motorola (phone portion of the business), as they have been hiring ex mot employees left and right. Can they compete with the big boys of infrastructure like mot, lu, and ericy? Time will tell. So far the cdma battle has been won (Q's first priority), now we see if they can compete on the phone and infrastructure business (second and third priorities). The telecommunications buildout will come, SEA crisis or not, its just how soon. Lots of pessimism, indicates buying opportunity, before this sector gets hot again. Now when and where is that new factory going to be built to start producing those phones at high volume and low cost? China, Brazil, India, Mexico? They will choose soon, me thinks. Congrats to horseface the stanfurd grad, hell, he earned it. Caxton