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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 177.78

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Jan 9 9:30 AM EST

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To: Jim Mullens who wrote (39059)	2/1/2004 8:10:25 PM
From: pyslent	of 197147

How about Brian Modoff’s research report finding on AWE’s deployment cost?- I'm not familiar with Modoff's pricing models and what his assumptions are (is it build up from scratch, or build up from AT&T's wCDMA-ready GSM base-stations?), so I'm not comfortable commenting on their validity. Do you have any documentation to refute his numbers? None, other than AWE's public projections of 1.5B for a nationwide network.

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