Leap Wireless International (LWIN) Message Board

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Technology Stocks : Leap Wireless International (LWIN)

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To: golfinvestor who wrote (2529)	10/14/2002 8:50:05 PM
From: verdad	Read Replies (1) of 2737

It might be interesting to know Harvey White's precise LWIN trading history. Having said that, though, QCOM shareholders have done quite well by LWIN, both via the LWIN dividend (if they sold LWIN shares) and strategic benefits of CDMA adoption. Speculative spectrum purchases by LWIN might have been made in order to strategically influence industry to adopt LWIN's CDMA service pricing strategy sooner rather than later (putting pressure on non CDMA technologies) and in order to own enough spectrum in various markets to make LEAP a potential take over candidate (thus increasing shareholder value). However, spectrum market changed drastically when technology and wireless industries took a turn for the worse, making a take-over scenario unlikely. One might blame management for changes in the industry since some of mgt's decisions seemed to be based upon unsustainable growth projections and other ridiculous assumptions (like LWIN could handle $2B debt etc). But, some of the current economic malaise and world events are likely beyond anyone's ability to predict or foresee, while the timing of such events is sometimes more impacting than the events themselves.

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