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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%3:59 PM EST

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To: cfoe who wrote (9274)3/29/2001 6:17:10 PM
From: gdichaz  Read Replies (3) of 197243
 
cfoe: Yes Sprint counts. But Sprint itself is vulnerable to a take over. In fact there is talk of Bell South taking over the parent company Sprint and therefore the wireless subsidiary Sprint.

Sadly the US has two companies which are the best bet for Qualcomm's CDMA 2000 both vulnerable to take over.

Nextel on the other hand is a strong independent US company and the irony may be that is will be the best means of getting Qualcomm's CDMA 1xEV-DV rolled out soonest and strongest in the US. An amazing switcheroo.

As I said before, I hope I am worrying needlessly, but I suggest we look reality in the eye.

The good news is Qualcomm wins regardless but on different paths than some of us may have assumed.

Also note that the rush to move for new spectrum in the US on the part of the administration may well have the fine hand of such players as AT&T involved because AT&T needs that spectrum desparately for use of WCDMA/UMTS while Sprint does not for CDMA 2000.

Best.

Chaz
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