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Technology Stocks : AWE - ATT Wireless
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To: TShirtPrinter who wrote (97)5/1/2000 9:02:00 AM
From: Jon Koplik   of 329
 
Other thoughts to "anyone who only buys AWE" -- as was discussed briefly over on the SI Leap Wireless (LWIN) thread, what you've really got going when you are long AWE now is :

You are placing a bet on when AWE will capitulate and switch to CDMA technology.

If and when they do, there is no denying that AWE's large base of customers (if still there) combined with a CDMA powered network could make AWE a good investment.

(This is why us die-hard Qualcomm people should be scared to be short AWE (when we are allowed to be short AWE)).

Jon.
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