Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 165.07

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Nov 18 3:59 PM EST

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To: Dennis Roth who wrote (11462)	6/11/2001 3:26:18 PM
From: cfoe	Read Replies (2) of 196672

Dennis - I am just catching up on this thread from over the weekend, so the link is to your post on the Buying Range thread. Message 15919670 It seems that Virgin is putting its money on 1X. As traditional telcos, VZ and PCS might blow 1X marketing-wise, but I have a lot of faith in Branson and his marketing savvy. He is not putting up $1 billion lightly. So even if Sprint is weak in this area, they look like they will have a strong partner. And VZ can just copy them if they are succeeding. Also, as I speculated when this story first surfaced, PCS would be getting some substantial cash from Virgin. I would say 25% more than the $800 million cost of the upgrade to 1X is substantial.

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