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


To: Eric L who wrote (2047)10/5/1999 8:39:00 PM
From: Ramsey Su  Read Replies (3) | Respond to of 13582
 
Eric, qdog,

of course I meant dominate US market.

Just figure CDMA went from zero, to airtouch, to sprint ....

TDMA went from total dominance to now a diminishing position. Armstrong has to be of some strategy to counter the increasingly stronger competition.

May be this qtr could be the turning point. If T trails Sprint, BA, nextel etc again, in terms of growth rate and market share, they would be forced to do something.

If QC's dream of merging the telecom industry with the PC industry is fulfilled, then even more M&A activities would be needed. Further, it would no longer be within one industry but multiple industries.

It seems like every time we turn our heads, we see another new Qualcomm.

Ramsey