The New Qualcomm - a S&P500 company Message Board

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

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To: gdichaz who wrote (7838)	3/22/2000 9:07:00 PM
From: cfoe	Read Replies (1) of 13582

I have been catching up on this thread for the past three days (and am getting near the end <g>). This whole HDR debate is very interesting and my thanks to all for the various posts. In my opinion, the greater the noise from Q's competitors the more I believe Q has got a tiger by its tail. One observation about the HDR/data question. I find it difficult to believe service providers can have any doubts about the impact of data on their business. Most of the major wireless service providers (NXTL and VOD excepted) only have to look at what is happening on the wire side of things, where data is overtaking and promises to swamp voice, very soon. How can they believe it will be any different with wireless? And it is not just data capability itself, but the demand for speed. If it is showing up in their wired business, how can it not show up in wireless? It may be that the speed of change in the industry is so fast, they are trying to (literally) hold back progress so that they can get their arms around things better - get the their businesses under more control. Sorry, but the innovators (like Q) are not, can not afford to, slow down.

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