Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.69

-0.1%

3:34 PM EST

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To: Cooters who wrote (60868)	1/8/2000 9:02:00 AM
From: Randall Knight	Read Replies (1) of 152472

T, LU and CDMA. Saturday morning musings: Yesterday AT&T comes out and says their wireless unit sucks money like a vampire sucks blood. This happens the same day that Mr. Market gives Lucent a swift knee to the groin. Speculation arises that maybe customers are abandoning Lucent in favor of Nortel because LU can't deliver. How about this scenario: Big daddy T comes staggering over to LU with a wheelbarrow full of orders for CDMA infrastructure (HDR variety) funded by their newly-found wealth from their wireless IPO. LU jumps up from the ground and together they gain back their respect and profits. The value chain solidifies and everyone is happy.

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