Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

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3:59 PM EST

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To: cfoe who wrote (100017)	6/4/2001 8:43:00 AM
From: Dennis Roth	Read Replies (1) of 152472

Virgin Mobil is a virtual mobile network. They buy network capacity wholesale and sell retail under their brand name. IMHO, Virgin is unlikely to finance anyones hardware buildout or overlay. The demise of virtual network One.Tel was brought about when they strayed from the virtual mobile network business model and started buying spectrum and building actual mobile networks. One2One is a GSM 1800 carrier in the Unitied Kingdom. The chances of it doing a 1X overlay are slim to none. Virtual mobile operators develop a brand name and sell minutes. They don't get involved with air interface harmonization. >> How much financial help they would be able to provide Sprint? << They will help Sprint sell network capacity. Virgins strenghts will be in marketing and customer service. They are not a bank like Nokia. The fact that Virgin wants to partner with Sprint and not AWE shows that they think 1X is likely to be a better product to sell than EDGE or GPRS in the North American market. The fact that they sell GSM minutes in the U.K. has no bearing on what they do in North America.

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