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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: cfoe who wrote (33745)7/1/1999 1:13:00 AM
From: Caxton Rhodes  Respond to of 152472
 
WCOM might be able to finagle something with Nextwave's licenses. WCOMs problem, like other fiber folks is the the high profit long distance market is going away, slowly but surely. Soon enough everyone will be giving away long distance voice calls. WCOMs advantage is great management with focus on business customers. They own the whole shabang, local to global to local, but as everyone knows, lack a wireless piece. WCOM will surely outperform T.

Along the same lines, one of the main reasons to own Q is that soon everyone will be giving away wireless voice minutes too. At 3 cents and less a minute anywhere, anytime EVERY Household will have two or three phones. Let the kids each have one...........

There is going to be a price per minute war, and Q is selling ammo. You really want to get optomistic? Wait untill the ammo is just software to load on infrastructure and phones. THEN Q will truly be softie like. Selling CDMA CD upgrades for 100s of dollars that cost a buck to make.

GSM is toast.

Caxton