John,
Would you be a buyer at these levels? Just curious..
FWIW, yes, and I did buy some more yesterday after freeing up some money. Q is a Gorilla in a rapidly swirling tornado. Their value is constantly expanding. Kyocera, Hitachi... General Motors aligning with CDMA carriers... VOD, China, acceleration in Japan...
The thing that troubles me about MCOM, regardless of being first to market, is how do they compete with Sprint, VOD/ATI, Bell Atlantic, GTE, et al when these guys start upgrading to HDR at a fraction of the cost of an MCOM national rollout? Where do they get the spectrum, how do they pay for building out the kind of infrastructure that CDMA already has? I admit I'm not very knowledgeable, and Ricochet sounds good -- I'd love to have it right now. But where are they going to be 12-24 months from now when HDR starts delivering? Serious question, not rhetorical.
Climber |
