Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.53

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3:59 PM EST

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To: synchro who wrote (5808)	11/27/1997 4:48:00 AM
From: synchro	Read Replies (2) of 152472

The question is who is going to take a major grab of the Wireless Local Loop business? Qualcomm seems to be making headway in Ukraine and Philippines. But no one so far seems interested in the DATA communication aspect of WLL in developed countries. But then this could just be because of my ignorance. I was reading Gilder's _Telecosm_ the other day, and he touted a company called Steinbrecher that specializes in digital broadband radio technology. He said the company was private (and had no trouble attracting capital). It turns out that Tellabs bought out the company in 1996 for $75 million (then a $10 million-revenue company). Reading Tellabs' annual report, it looks like they want to enter the WLL business in a big way. Curious thing is it's been more than a year and half and I haven't read or heard much from Tellabs about the WLL business.

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