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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (442)	8/2/1999 10:13:00 PM
From: GO*QCOM	Read Replies (1) \| Respond to of 13582

How about a nearly complete network failure as a result of system over load as they had in NYC not long ago.They can't run on fumes when there are no contracts or expensive hand sets to consider.People will simply go with Sprint PCS ,as they can offer a more competitive plan with a robust service that dose not give you a constant busy signal ,as did AOL before they nearly went down the tubes.AOL has a big name as well with great marketing and ended up rebuilding there entire system!

To: marginmike who wrote (442)	8/3/1999 7:41:00 PM
From: cfoe	Respond to of 13582

<<[ATT] can offer a bad product that costs more to produce, as long as they can build off their name, their existing customers, and a great marketing team.>> While you may be correct, I am sure people thought the same thing about IBM when MSFT and the PC makers began to eat there lunch. And GM as you point out while it has survived, it has certainly not thrived. Finally, everything in business, and especially in businesses like telecomm, is moving a lot faster than before. I believe seeds of ATT's "demise as we know it" are already being sown. And the sooner they get it (in the wireless area at least), the quicker they will have to move to CDMA.