CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 174.69

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Dec 24 12:59 PM EST

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To: kech who wrote (1078)	11/2/1996 7:23:00 PM
From: Maurice Winn	of 1819

Tom - I don't really go along with money availability ideas,. Sure a company might sell something to get money to do something else, but they can just get more by issuing shares, borrowing, or forming joint ventures. I don't know about BT and MCI - probably read it, but it bounced off my brain or leaked through. To get local access, NextWave is going to undercut the RBOCs, making prices so cheap people won't bother with landlines. Why walk 20 metres to a phone when you can call from a cellphone? Look at Jim Lurgio - got stung $1 a minute to call from a hospital on a landline. Easy enough to undercut that. I imagine that Qualcomm and NextWave will continue their inclusive marketing strategies, so BT and MCI can buy in; at a price. I doubt that BT would get a dominant shareholding in NextWave if that was part of your suggestion. One of the crowd I guess. There are going to be 100s of billions of dollars sloshing around telecoms systems over the next few years, balancing and rebalancing marketing positions, so I suppose MCI might be in for more. I'm not sure if it matters too much as the overall strategies make CDMA, Qualcomm and NextWave independent of any particular participant. If CDMA technical performance and market opportunities are persuasive, there are unlimited 100s of billions available to put into CDMA telecom systems. Other investment opportunities will simply be left on the back burner while the white hot heat from CDMA takes big chunks of money to quench its fire. I can hardly wait for the money firehoses to be turned my way!!!! Wheeeeeeeee!!!!!!!! Maureece

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