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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 177.78

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Jan 9 9:30 AM EST

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To: foundation who wrote (8786)	3/20/2001 1:25:20 AM
From: cfoe	Read Replies (1) of 197157

...Cingular's owners have yet to agree on which technology to adopt, according to one person familiar with the discussions. Some thoughts on the situation and decision that Cingular is facing. They are truly between a rock and a hard place. The rock: The 1st, 4th and 5th largest cellular companies (VZ, PCS and NXTL) are going with a technology that is indisputedly technically superior to the path Cingular has been on (TDMA/GSM, GPRS, W-CDMA). The hard place: The 2nd largest SP (AWE), while announcing the same path Cingular will follow, has made an alliance that brings them what is currently the best marketing application in cellular - i-Mode, and has the resources to market the heck out of it. Add to this the fact that if SBC (which owns the majority of Cingular) chooses not to go 1X, BellSouth will almost certainly put their 40% share of Cingular to SBC. This will add how much to the cost of going GSM/GPRS/W-CDMA? Plus if BellSouth then goes and buys Sprint and PCS, it adds financial muscle to an already strong wireless competitor. What to do, what to do......?

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