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

QCOM 180.74

-0.1%

Nov 3 3:59 PM EST

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To: DaveMG who wrote (3718)	11/28/1999 7:04:00 PM
From: Wyätt Gwyön	Read Replies (2) of 13582

the most effective way to not boost QCOM and the CDMAone carriers position might be to stick to TDMA/GSM and the economies of scale and global roaming advantages that now exist.. Two thoughts: 1. If (and I mean IF) there are indeed sizable economic advantages for time-division carriers in following a CDMA overlay path, some carriers will surely break ranks and switch. This is a classic "tragedy of the commons" scenario (no time to explain now, but hopefully you know what that is). Basically, someone would betray such an (alleged) conspiracy, just as somebody always cheats on OPEC quotas, and just as one of the small tobacco companies (forget the name) broke ranks with the industry and admitted to Congress that tobacco was Bad, thereby opening the lawsuit/settlement floodgates. 2. re: Global roaming--most people are not global roamers. I think global compatibility is much more important to carriers/manufacturers in terms of economies of scale than it is at winning over incremental customers.

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