Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.39

-1.9%

Jan 15 3:59 PM EST

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To: Jon Koplik who wrote (113407)	2/15/2002 4:28:27 PM
From: Keith Feral	Read Replies (1) of 152472

WCOM is a bad situation. They have no business model going forward. Long distance may get the data from point A to B, but there is no last mile solution. They admitted that wireless is taking a big chunk out of their business. Sprint has saved itself by building a wireless network to protect the loss in fiber. Sprint, Verizon, SBC & BellSouth, and ATT are the only companies in telecom that will survive. Nextel will get swallowed by an outsider or it's own management. Qwest, Global Crossing, WorldComm, Williams - they are a bunch of dinasaurs. They have no spectrum to deliver CDMA last mile solutions.

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