Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Mannie who wrote (55040)	12/19/1999 6:43:00 PM
From: Keith Feral	Read Replies (2) of 152472

Scott: Thanks for some great insights. I am convinced that ATT is going to overlay their TDMA systems once the ball got rolling with wireless data. Of course, ATT has already committed to using Wireless Knowledge's Data service in the first part of next year. As QCOM and NTOP are getting ready to interconnect PC's with free PC to PC calling through Eudora, ATT has to be getting ready to position themselves for some new product revolutions. To put it in Voltaire's terms, ATT is facing severe time compression. They must integrate CDMA data capabilities for their networks. I can't wait to see what will happen next week. I project that the Q's market cap will exceed $100 billion after the next EPS release.

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