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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 154.12-3.3%Jan 20 3:59 PM EST

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To: alburk who wrote (113642)2/19/2002 11:30:48 AM
From: Jordan Levitt  Read Replies (3) of 152472
 
<<PCS and VZ have done almost nothing to support their 3G1X platforms.>>

<<That sentence begs the question, "Why haven't they?". >>

Because they, like everyone else in telecom, are facing capital constraints...the bottom line for qcom, is that their customers are in a tough environment. IMO, it is a big red herring to continue the argument about technical superiority until capital flows return to this part of the market.

jordan
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