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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Ramsey Su who wrote (3770)	11/29/1999 9:13:00 PM
From: Clarksterh	Read Replies (1) of 13582

Ramsey - What ever happened to WLL? IMO, several things: 1) WLL as a whole does not come with enough price differential to compete effectively with mobile. I've poo-poo'd this in the past, but there is some truth to it. 2) WLL does not need standardization to the same degree as mobile (for obvious reasons) and thus the market is much more fractured (there are hundreds of little 'standards')and the Q gets less. 3) Typically countries legislate different rules for WLL then for mobile, and typically the WLL stuff is regulated in a fashion more similar to wireline (anti-competitive, nationalistic monopolies) than mobile. I'm sure that there are other reasons as well. Any ideas? Clark

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