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

To: bananawind who wrote (788)	8/12/1999 11:05:00 AM
From: DaveMG	Respond to of 13582

Just to clarify - Qualcomm long ago wrote off all of its investment in Nextwave. There is no downside in Nextwave's reorganization for QCOM. Sure, but the possibility that the Nextwave corpse might emerge from bankruptcy armed with spectrum had remained. NXTL eating the spectrum would nail the coffin shut. Dave

To: bananawind who wrote (788)	8/12/1999 11:35:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Jim: You are right of course, there is no further potential loss in money terms for the Q. But the loss of a potential nationwide Nextwave CDMA network devoted to data would be huge - in opportunity cost terms. Nextel is a major danger to CDMA as such. And a Nextel win a disaster for CDMA generally - unless Nextel were to adopt CDMA. Chaz

To: bananawind who wrote (788)	8/12/1999 12:10:00 PM
From: quidditch	Respond to of 13582

The view from Mexico. Speaking of spectrum lost or foregone, on the brighter side, my contact at one of the wireless start-ups with potential national footprint in Mexico at low cost (because of who its partners are) tells me that his company was able to make the required payment for spectrum won at auctions in 1997-1998. Better yet, CDMA is back on the table, as NT is back with a bid following the spectrum payment. ERICY and GSM still in the running, but the tide may have turned in CDMA's favor, because of better "efficiency in the spectrum" (don't we know it). [Sorry for the vague reference to the wireless company here, but I want to preserve confidentiality until the cat is out of the bag.] Jim, some links that you might find useful: cft.gob.mx (host of general fixed wire and wireless info from the Ministry of Telecommunications--doesn't seem to parse CDMA as far as I could find under statistical information) telmex.com.mx iusacel.com.mx both of these are self-explanatory, and you probably have. Hope it helps. Best. Steve