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

QCOM 163.32

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Nov 21 9:30 AM EST

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To: Bux who wrote (3954)	12/6/1999 9:18:00 AM
From: quidditch	Read Replies (1) of 13582

Did any one else note Webster's contribution over the weekend (sorry, Webster, for not responding to your post) where he/she suggested that Qphiles "follow the money"? The idea being that if HDR was achievable with the (simple?) insertion/addition of a card to the BS, and with MSM4500 and, down the road, MSM5500 chips, this is not likely to generate lots of warm fuzzy embraces from the infrastructure suppliers, NT, LU or even CSCO (where there is a space for the web routing) because there's not lots of large contracts to be won. At least that was what I thought was the jist of his/her post. To those more familiar with the requirements for installing HDR capability over existing carriers' systems, does this sound like a plausible explanation for some recent FUD? Has anyone yet spoken to IR regarding the USWest story where the spokesperson was quoted as saying that, obviously, we didn't think that the trial with Q's [WLL?/HDR?] technology? Steve

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