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To: Eric L who wrote (6960)	9/24/1999 12:58:00 PM
From: slacker711	Read Replies (2) \| Respond to of 54805

"AT&T will scrap its TDMA system for CDMA". Stranger things have happened, but I for one am not adding to my QCOM position on the basis of the rumor. I have always agreed with this position and have never included either AT&T or Europe overlaying IS-95 into my projections of the Q. However I cant figure out how AT&T wireless will compete over the next two years. A recent Lehman report states that PCS expects an 8 fold increase in capacity due to the use of smart antennas, 1xrtt and EVRC. ATT doesnt have data and cant offer voice as cheaply. I honestly cannot figure out what they are going to do....except bleed money. Something I have never seen addressed....Do you think AT&T wireless is at least EBITDA positive? I hate accounting gimmicks, but this seems to be what is used with wireless carriers. Slacker