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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: Jim Mullens who wrote (28930)11/15/2002 1:41:28 PM
From: gdichaz  Read Replies (1) of 197157
 
Jim: I have long maintained that the US is stuck with two weak reeds on which to lean for CDMA data - Verizon and Sprint - for different reasons. But that is the real world.

Verizon is old world wireline driven and saddled with lots of "legacy". Sprint weak in financial resources and hampered by the "parent company" (the old wireline guys").

Seems borderline hopeless.

Yet those are the Q's horses in the US race.

Fortunately, AT&T while a marketing wiz has garbage to market. Likewise T Mobile. And Cingular is a camel with humps evident.

So, what will happen?

Or what can Qualcomm do?

Verizon has BREW and has two trials of EV-DO.
So there is hope there.

Sprint has neither - ugh.

Curious what your views are.

Best.

Chaz
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