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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.13+1.1%Nov 26 3:59 PM EST
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To: DaveMG who wrote (28335)4/26/1999 8:46:00 AM
From: gdichaz  Read Replies (1) of 152472
 
To DaveMG: Your post to Mika is most interesting. A comment if I may. As both of you point out it is difficult to guess what is likely to happen overall with 3rd gen, let alone in the interim before its adoption. On AT&T itself, the major current move and therefore management's attention is to cable for video, data, and (by the way) phone. Two huge buys, one complete and one in process. This is the AT&T focus right now IMO. And a very intelligent focus it is, since my analysis of telecom equip has led me to wireless and fiber as areas of concentration. I emphasize both despite my long term comitment to the Q as a wireless powerhouse. My frustration has been in finding companies positioned at all like the Q in the fiber field. So far I think the JDS/Uniphase combination comes the closest but I have also dabbled in BRCM and TERN. Still think the equipment suppliers are a much stronger investment conceptually than operators - regardless of field. But also think ATHM is far in lead in cable due to its unique caching approach. So AT&T is "right on" there. Given AT&T's focus right now on cable/fiber, would not be surprised if AT&T defers decisions on CDMA and 3rd gen wireless temporarily at least. Chaz PS Also suggest anyone interested in broadband wireless do some DD one "wireless fiber" and look at NXLK, TGNT, and WCII specifically. Again operating companies so a step more dangerous than equip suppliers IMO, but worth a look even so.
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