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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.24-2.4%Jan 13 3:59 PM EST

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To: Caxton Rhodes who wrote (113414)2/16/2002 5:55:02 AM
From: Maurice Winn  Read Replies (1) of 152472
 
Caxton, when there's a price war and subscribers are all wanting 1000 minutes a month for $20 or so [including long distance, free voice mail and stuff], how the heck are the GSM networks going to deliver that many minutes?

There's going to be mayhem in the markets and CDMA will win. It's been a long time coming, but at last the price wars are starting and efficiency and capacity in networks will matter and so will functionality of devices [such as delivering cyberspace at high speed and a low price].

Subscribers will buy handsets with QUALCOMM ASICs by the six-pack. A minute price war is good for QUALCOMM. So is a functionality war. So is a handset war.

I love price wars!
Mqurice
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