The New Qualcomm - a S&P500 company Message Board

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

QCOM 180.90

+2.1%

Oct 31 9:30 AM EDT

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To: CDMQ who wrote (13465)	7/2/2000 8:40:37 AM
From: foundation	of 13582

(((We need AT&T as much as AT&T needs the Q))) I think you over estimate the importance of T and AWE. As long as Verizon and Sprint remain on track, I think all will be well in the U.S. long term. T and AWE are trying to manage shareholder expectations - trying to kep the balls in the air - and they can do so as long as voice is primary. As data (and competing bandwidth) become primary, T and AWE will be in a world of hurt. (T has placed a big bet on cable for bandwidth.) Management will not take the big hit now for wireless upgrades - not part of their "story" to shareholders. They're climbing into a hole from which they may never escape, and relegating themselves to third-class status in perpetuity. regards, blg

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