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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: Kayaker who wrote (3830)	12/1/1999 12:51:00 PM
From: slacker711	Read Replies (1) of 13582

Engineer/Bux, so I guess I'm back to being skeptical about HDR. It looks like some carriers (like Sprint) have quite a bit of capacity, but others don't. Demand for voice is expected to double over the next year. Will it double again in the year after that? I think that one one of Engineer's points was that the carriers have not yet transitioned their subs from analog to digital. I cant remember the exact numbers but I believe that analog may still have the majority of the existing subs in the US. Neither BAM nor Airtouch has really been pushing existing analog customers to digital as of yet. When (if?) this occurrs it will free up huge amounts of spectrum for data services.... PCS doesnt have this problem since they are a purely digital carrier. Slacker

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