The New Qualcomm - a S&P500 company Message Board

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

QCOM 170.90

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Nov 7 9:30 AM EST

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To: Peter Sherman who wrote (3558)	11/24/1999 1:08:00 PM
From: cfoe	Read Replies (1) of 13582

is this the first sign of T's capitulation I had the same thought when I heard the news. With the caveat (to me) to watch out for wishful thinking, here is my scenario. T has made a huge commitment of its capital to cable. Armstrong sees that he also needs to make another huge investment in upgrading to CDMA, but cannot afford to do both. Having made this commitment to cable, the question is how do they not get left at the gate in wireless, particularly data? The answer: separate the wireless business so that it can be valued separately from T, and be able to raise money and make the investments needed to move to CDMA (at least for data), with some "distance" from T. Maybe wishful thinking, maybe not.

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