Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 148.83

+1.1%

Feb 4 3:59 PM EST

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To: carranza2 who wrote (120571)	6/17/2002 2:29:58 PM
From: Dexter Lives On	Read Replies (3) of 152472

AWE can just take their sweet time and watch FON/PCS crumble under its debt load. I gather that this is their strategic plan - sometimes first-mover advantage doesn't pan out. It's not like 1x is some huge advance; it will offer nothing practical that I can't already do on my blackberry... The relevant question is which carriers can service their debt and which will file C.11. If data uptake is not very strong out of the gate and if PCS doesn't execute flawlessly (I haven't heard many good things about PCS service), they will be filing. Strong demand and perfect execution from PCS is a low probability event, imho. Rob

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