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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.05+0.6%Nov 19 3:59 PM EST
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To: John Stichnoth who wrote (23162)2/21/1999 1:27:00 PM
From: Keith Feral  Read Replies (4) of 152472
 
John: Did you try and sell her on the Qualcomm phone or a specific service plan that offered a Qualcomm phone?
You have to sell the plan as much as the phone.

ATT & ERICY interests are not congruent. ERICY has a global mandate to switch all of its GSM systems to CDMA air interface. That's a huge order. ATT has shown no interest in converting to CDMA yet. That will cost them a lot of money, not to mention it will be an embarrassing position for them as companies like Sprint reap the rewards of their CDMA investments.

Armstrong has this dream of a global phone. He is trying everything in his power to slow down the direction of technologyin the wireless market (remember his discussion of a World Phone?) GSM will not exist as an air interface in 5 years.

ATT is the only major telecomm provider in the world betting on TDMA. Their technology in the international market is completely irrelevant. CDMA has a global mandate to become the universal technology for wireless systems.

The CDMA debate vs. TDMA has been over for a long time. Until recently, ATT had no wireless competition in the US. Now, Sprint & Airtouch are gaining market share against ATT in the wireless market. Hopefull, Bell Atlantic and Airouch get together to offer a national one rate package. ATI must get over their sucess with the VOD merger. It is time for ATI & BEL to form a national partnership to offer free roaming & long distance for their CDMA networks. Perhaps, they are waiting for the QCOM & ERICY compromise to be reached.





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