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Strategies & Market Trends : Fundamental Value Investing

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To: Sergio H who wrote (2605)	12/14/2012 12:13:46 PM
From: E_K_S	Read Replies (1) of 4720

Qcolm is supposed to be building a transceiver that covers the 2.6GHz spectrum along with the other frequencies. So what's so interesting about this frequency spectrum? (1) This is what SPRINT is developing if/when they get Clearwire as that is the spectrum Clearwire owns. (2) DISHNET also owns some 2.6GHz spectrum that Google was eyeing and was rumored to do a partner deal and/or buy DISHNET. (3) China is building out a 2.6GHz network with 20K cell towers to begin with. That's right 20K cell towers. Therefore, there should be huge demand for this transceiver "chipset" from Qualcom. Not sure weather any "gaps" will be filled and/or completion of an A-B-C- down and/or E-F-G Up, but I expect buyers "in size" for the stock once they have a chip ready for sale. I doubt Buffet would be an investor. EKS

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