AWE - ATT Wireless Message Board

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Technology Stocks : AWE - ATT Wireless

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To: Pullin-GS who wrote (12)	4/5/2000 7:58:00 PM
From: moat	Read Replies (2) of 329

Top national wireless operators (the competitive landscape): fool.com Here's what the new picture looks like, along with the technology standards each company has chosen: Bell Atlantic/Vodafone: 23 million subscribers, CDMA SBC/BellSouth: 16.2 million, TDMA and GSM AT&T: 12 million, TDMA Sprint PCS: 5.9 million, CDMA Nextel: 4.5 million, iDEN VoiceStream Wireless: Over 2 million**, GSM (note that MCI is buying Sprint) Seems to me these are very valuable properties given the following trends: As price of services go down & coverage improves .... with nationwide flat-rate plans w/out long distance charges ... soon leading to wireless replacing landlines ... plus wireless Internet access to come ... With just a handfull of national players (with limited spectrum), seems to me the value of these properties are increasing ...

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