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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 165.85+1.5%2:46 PM EST

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To: Ramsey Su who wrote (212)7/27/1999 12:58:00 AM
From: waverider  Read Replies (2) of 13582
 
Ah, so this is where all the intelligence went. I focus on my writing for a few days and find all you guys somewhere else. Lord, it's nice to find a place without all that chatter...

Anyway, I have a few questions about Leap...with the recent agreements with the feds on getting the licences, any thoughts on WHO might be supplying Leap's equipment in the future? Seems like a moot issue since royalities will be paid regardless. I'm also wondering if they might be a take over target soon with all the telcos trying to get more wireless exposure.

QWST has been hammered of late since the market doesn't seem to appreciate their merger move. It's my perception that the street still doesn't understand the transformation in telecommunications and is having a difficult time putting proper valuations on companies involved.

At some point...perhaps 6-10 years?...wireless will be able to match the optic fiber transmission and then what? Do those old dinosaurs finally become extinct?

Rick
<H>
My kids say hi.
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