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

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Oct 31 9:30 AM EST

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To: engineer who wrote (3814)	12/1/1999 9:36:00 AM
From: quidditch	Read Replies (3) of 13582

Spectral capacity/T cash shortage: engineer, your interesting post would make it seem that the Nortel representative was more or less on the mark when he doubted that carriers would quickly move to HDR, because they don't have the 1.25Mhz of spectrum to spare for data only, at least not before 1xrtt is deployed. Does this mean, in your view, that Q has to roll out the MSM4500s before Sprint and BAM will support HDR? I had thought that the statement by the NT rep was just another instance of the carriers hedging their bets, not wanting to declare their strategic objectives before i) the market for data demands it and ii) their competition does. Bux, re T and digital TV upgrade cutbacks: From what little I've read, T (through TCI/MediaOne) has been investing heavily in procuring that next generation STBs from GIC, primarily, and SFA. This implies not only the significant cash outlays to procure but having the (wired cable) infrastructure to accommodate the throughput and interactivity of these STBs. Steve

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