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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%Nov 14 9:30 AM EST
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To: Art Bechhoefer who wrote (641)8/7/1999 11:32:00 AM
From: kech  Read Replies (1) of 13582
 
Art- Let's face it: McCaw/AT&T just made a poor decision, based more likely
than any other reason, on the fact that the system was designed by a well known,
established company, Hughes Electronics (GM Hughes), and not some newcomer,

As a fellow shareholder of Q since 1992-93, it is hard to believe you didn't sweat through the unbelievable delays as CDMA was supposed to be installed in Seattle by US West but was then delayed for YEARS. Then Airtouch was supposed to deploy in LA, again at least a 2 year delay. Finally, these cellular systems weren't turned on until the PrimeCo system was unveiled in I think fall 1996. CDMA may have been "approved" much earlier but there were no running working systems until much later. Much of this time, for at least 4 years prior to Oct. 1996, TDMA systems were up and running. Maybe not perfectly-- there were some complaints of "tinny" sound. The capacity also probably was not the best, but the service providers could advertise "digital" and the capacity improvements were better than analog. This is why McCaw and ATT have such a large system today. First to market advantage. Sometimes it beats technology. And depending on how hard the transition is to next generation CDMA, it could still have been the right thing to do for ATT.
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