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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.87-0.8%10:03 AM EST

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To: gdichaz who wrote (92940)1/30/2001 10:35:20 AM
From: Uncle Frank  Read Replies (3) of 152472
 
>> When Nokia is stumbling, it is ironic to see the Q go down.

Much as we hate to admit it, Q's fate is tied to the health of the sector, and not just its competitors but its customers as well. The buildout of 3G is going to require over a trillion dollars of capital formation, and it will take a group effort to pull it off.

That leads me to my biggest gripe about the gsm camp. In their effort to retain the status quo, they seem to be taking actions that delay the introduction of technology that would open up exciting new services for the subscribers. That delays new revenue streams to the carriers, which weakens the entire sector. No one will win under such a scenario.

uf
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