Qualcomm Moderated Thread - please read rules before posting Message Board

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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: amseybold who wrote (26136)	8/27/2002 3:11:05 PM
From: Jeff Vayda	Read Replies (1) of 196723

Andy: If there is to be consolidation brought on by capacity constraints and by the new year as you predict; just who is going to have the funds to do any outright buying? If (and again as you comment) the GSM crowd is busy overbuilding to cover the capacity constraints, doesn’t that make the overbuilt/overlapped markets therefore less valuable to the players? Outright buys and mergers become less advantageous and reduce in value as the costs to correct any individual market increases. (I can see Sprint smiling from here.) Seems like there is a catch 22. Costs to much to keep going down the current path, not enough funds to alter the path to profitability. Jeff Vayda As an aside, do you see the legacy 2G systems hanging around like amps and finally being marketed as a 'poor man's cellular'?

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