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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: kech who wrote (12862)6/22/2000 7:50:00 AM
From: foundation  Read Replies (1) of 13582
 
I have two concerns:

1) If WCOM/Sprint falls apart (as appears), Street wisdom has European telcos (German, French and English, in that order) in line to snap Sprint up. If so, will they play with Sprint's planned 3G build-out? Will they play (W)CDMA politics? Along with Verizon, will the "big 2" planned US 3G CDMA build-outs be under European corporate control? Or, from a positive perspective, would this lead to European softening on CDMA?

2)NTT DOCOMO KEEN ON S.KOREA, MUM ON SK TELECOM STAKE - NTT is trying to get its nose under SK's tent. Same questions and possibilities apply here as noted above .

regards,
blg
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