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

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To: Art Bechhoefer who wrote (11184)	5/31/2001 11:51:51 AM
From: Ramsey Su	Read Replies (2) of 197208

Art, While AWE faces all kinds of obstacles between TDMA to "whatever", debt is not a problem until much later. AWE has a ton of cash, albeit borrowed, to waste on their next stupid decision, such as the one to convert SD, SF and Houston from CDMA to TDMA. I am too lazy to calculate it now but their warchest should easily be over $10 billion. AWE got about $6 billion from NTT (out of the $9.6B to T) and floated another $6B or so in bonds alone. AWE has already sold their soul to NTT. The 16% NTT bought included the right to dictate technology. The first obvious decision influenced by NTT was their announcement back in March, regarding their intent to launch i-mode 1st qtr 2002. So will the technoids on the thread explain how AWE can move from their current network to i-mode? If they run it on CDPD, it will not work. too small capacity. If they use SMS, it will stop all voice calls, too little capacity. So they either delay until GPRS is in, or get totally hosed. Ramsey

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