Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 180.74

-0.3%

9:30 AM EST

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To: Craig Schilling who started this subject	10/22/2000 10:39:57 PM
From: qveauriche	Read Replies (4) of 152472

Back from a weekend conference in Sarasota where Andrew Seybold predicted that, within a few weeks, AWE would announce that it was scrapping its TDMA network in favor of GSM. This would mean the death of EDGE, and in Seybold's opinion, would also cause DT to walk away from Voicestream, which in turn would be snapped up by Cingular. When I asked him about Cingular, he said that he thought the prospects were good that Cingular would convert its combined network (SBC, BellSouth, and Voicestream) to CDMA. He said that the hardened TDMA bigots at SBC were busy frying other fish and should not create obstacles to Cingular's ultimate adoption of CDMA. Also, FWIW, George Gilder was openly skeptical (almost even contemptouosly so) about the prospects for WCDMA. He unapologetically predicted a 3G world dominated by CDMA 2000. Seybold was equally bullish on the Q's LT prospects. We should expect AWE's forthcoming announcement to be spun as a further marginalization of Q, with a consequent drop in price. After this weekend,I nonetheless feel more confident that ever in the wisdom of holding Q for the LT. Best to all.

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