The New Qualcomm - a S&P500 company Message Board

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

QCOM 173.96

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Nov 11 3:59 PM EST

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To: Eric L who wrote (2047)	10/5/1999 8:39:00 PM
From: Ramsey Su	Read Replies (3) of 13582

Eric, qdog, of course I meant dominate US market. Just figure CDMA went from zero, to airtouch, to sprint .... TDMA went from total dominance to now a diminishing position. Armstrong has to be of some strategy to counter the increasingly stronger competition. May be this qtr could be the turning point. If T trails Sprint, BA, nextel etc again, in terms of growth rate and market share, they would be forced to do something. If QC's dream of merging the telecom industry with the PC industry is fulfilled, then even more M&A activities would be needed. Further, it would no longer be within one industry but multiple industries. It seems like every time we turn our heads, we see another new Qualcomm. Ramsey

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