Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.54

+0.4%

Nov 10 3:59 PM EST

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To: cfoe who wrote (120335)	6/13/2002 9:38:37 PM
From: gdichaz	Read Replies (2) of 152472

cfoe: Re Sprint part of your post. Suggest this reflects a couple of weaknesses with Sprint's approach to its 1x roll out. (including possibly the failure to adopt BREW so far) While it may make sense to have a "flexible" roll out date "the summer", there is a tendency for skepticism without a firm date. Since Sprint has made no significant effort to advertise what 1x will mean so far, and has not "seeded" its customers with new 1x phones, there is a degree of unreality about the roll out. And there are the show me the money people who clearly can not be shown the money, since the roll out is in the future - a somewhat fuzzy future at that. And since Sprint PCS is just a tracking stock for Sprint itself which has its own set of financing and or other concerns, there is a disconnect to the advantages of 1x which will accrue only to part of Sprint - its PCS wireless service. It is easy to confuse Sprint prospects with Sprint PCS prospects, and financing, and management, and......... Comments anyone? Best. Chaz

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