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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 141.02

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Feb 11 3:59 PM EST

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To: bananawind who wrote (788)	8/12/1999 12:10:00 PM
From: quidditch	of 13582

The view from Mexico. Speaking of spectrum lost or foregone, on the brighter side, my contact at one of the wireless start-ups with potential national footprint in Mexico at low cost (because of who its partners are) tells me that his company was able to make the required payment for spectrum won at auctions in 1997-1998. Better yet, CDMA is back on the table, as NT is back with a bid following the spectrum payment. ERICY and GSM still in the running, but the tide may have turned in CDMA's favor, because of better "efficiency in the spectrum" (don't we know it). [Sorry for the vague reference to the wireless company here, but I want to preserve confidentiality until the cat is out of the bag.] Jim, some links that you might find useful: cft.gob.mx (host of general fixed wire and wireless info from the Ministry of Telecommunications--doesn't seem to parse CDMA as far as I could find under statistical information) telmex.com.mx iusacel.com.mx both of these are self-explanatory, and you probably have. Hope it helps. Best. Steve

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