Leap Wireless International (LWIN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Leap Wireless International (LWIN)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jeff Vayda who wrote (164)	1/5/1999 2:34:00 PM
From: Webster	Read Replies (1) of 2737

Jeff, I agree with your initial assessment of the 10k reading better for qcom. However with that said, I have been adding more LWIN to my holdings. I was rather confused on LWIN's business description in the 10k which seamed more like a project management company. My reason for owning LWIN is Harvey White, LWIN's CEO. Harvey did not get into this thing to build a business worth a couple hundred million dollars. I have always thought that LWIN would have to look more like an operating company versus a consulting company which would be very difficult for analyst to review. The acquisition of Chase is perhaps a first step towards being an operator. LWIN may also have a strategy to go to areas where cdma has not been saturated. Bell South's specific area comes to mind. Also keep in mind the knowledge which LWIN has of qcom's capabilities and potential new services could give LWIN a real competitive edge. Yes, LWIN is cut from the same cloth as Q. LWIn will have to learn how to market which may provide internal challenges. I anticipate new services to be offered by LWIN in Tenn will be a great start for them. Thanks Web.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next