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

To: djane who wrote (23181)	2/22/1999 3:39:00 AM
From: His Pinkness	Read Replies (2) \| Respond to of 152472

Big news, and I can't believe you guys have missed it. WSJ and Bloomberg are reporting about the impending settlement between QCOM & ERICY. Happy days are here again..........and should be here for awhile.

To: djane who wrote (23181)	2/22/1999 3:51:00 PM
From: Maurice Winn	Respond to of 152472

Cinecomm //"We're not going to eliminate that $2.5 billion a year or so of piracy, but you're going to put a big dent in it," said Gary Garland, the vice president of business development at Qualcomm. But one of the biggest issues is who will control that transmission to the theaters, and what it will cost. Cinecomm claims to have solved this question, too. It intends to provide one stop shopping by providing the satellite uplink facilities, the dishes for the theaters, the systems for encrypting and compressing the transmissions, then decrypting them, and the projectors, too. In addition, to avoid the huge capital costs of removing the old projectors and installing the new ones, Cinecomm said it intended to bear all the initial costs itself. To cover these costs, it will charge the theaters a fee based on the number of showings of each movie.// -------------------------------------------------------------------- So Cinecomm should split the savings with the cinema and studios. Let's say $1bn per year of the piracy savings for Cinecomm, half the savings on the film printing and distribution costs, half the savings on operating the films in cinemas and half the profits from the extra customers who see movies due to better scheduling at theatres. Add a bit for the improved quality of the movie experience = no more jittery screens and improved image quality. The customers might feel nervous about a single supplier but they'll buy anyway because those who don't will be stuck in the old system of plastic film with all the problems. This is another big profit opportunity for Q! Don't forget, they'll be able to send movies to anywhere, even your A4 sized WWeb device. Better sell the video store shares. Direct-to-the-home movies would be a good profit stream for the studios and Q! Encrypted and no more piracy. Q! has been working on this for most of the decade and it seems now ready to roll. Things just go on getting better and better with Q! Gregg must be away taking his customers out for fancy lunches. This looks like a $2bn per year revenue stream coming up with a huge growth potential. Mqurice