Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.96

+1.4%

3:59 PM EST

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To: kech who wrote (20947)	1/10/1999 1:29:00 AM
From: Joe NYC	Read Replies (1) of 152472

Tom, I think MCI/Worldcom-ATI would not do anything for QCOM. It's just a change in ownership, with little deeper pockets. Bel - ATI would be the best for QCOM. BEL + GTE + ATI would be a serious national player, probably the strongest player. From the link that Mikka provided, their cellular subscriber count would be 18 milion plus 700K in Primeco compared to AT&T 6.8 million. If Gregg is right about the cost structure of AT&T wireless, it would be only a question of time before they combined Bel Atlantic crushed AT&T. Since AT&T is the only serious challenger to CDMA in the US (GSM players are too weak), it would help consolidate CDMA position in the US. Vodaphone-ATI might be a wild card, creating something of a potential Trojan horse for QCOM in Europe, but it is not certain. It's almost as likely that they would become a proponent of W-CDMA in the US. Joe

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