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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 173.96+1.4%3:59 PM EST

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To: Ramsey Su who wrote (12210)6/29/2001 1:37:00 PM
From: Art Bechhoefer  Read Replies (1) of 196603
 
Wouldn't AWE be able to maintain its analog customers while switching to GSM? At some point the TDMA customers could simply be advised to trade in their TDMA handsets for a GSM replacement. However, the real problem with AWE is its very substantial debt. Although a company with the clout of AWE does not have difficulty borrowing money, high debt is likely to result in years of low profits and/or substandard system features as AWE tries to do business at the lowest level of performance in an effort to keep costs down.

This is one more reason why I believe the competition from CDMA, especially when CDMA customers can access data faster and more reliably, will eventually force AWE to move to CDMA.

Art
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