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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3:59 PM EST

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To: Ramsey Su who wrote (2049)	10/6/1999 7:37:00 AM
From: qdog	Read Replies (2) of 13582

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. Sure T will at some point expierence growth rate slowing down, there is only so much capacity in the wireless sector. Sprint is still building it's system out, but it ain't with out it's problems. What will come to light and Bunker Bernie won't be able to hide it for long, is the number of customers he losing from the more lucrative data businesses. MCI screwed a pooch (not this one) with it's 10 day Frame Relay outage. Big time customers like CBOT are very unhappy. Ex-MCI customers that ditched MCIWorldcom for Sprint are probably meeting sales from companies like Qwest, LEvel 3, Williams, Global Crossing and AT&T today. Do you know where alot of the ISP, such as AOL, get their dial up service from? Try UUNet. Don't you think that Armstrong has a plum with @Home and the cable franchises? Or are you unhappy with your services?

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