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

To: Ramsey Su who wrote (2049)	10/5/1999 9:33:00 PM
From: Eric L	Respond to of 13582

Ramsey, << of course I meant dominate US market >> ... and let us not forget that the US market remains the LARGEST cellular market in the world (pay attention, Tero). << Just figure CDMA went from zero, to airtouch, to sprint ... >> Will achieve, if not already achieved technology market dominance here. << Armstrong has to be of some strategy to counter the increasingly stronger competition ... if T trails Sprint, BA, nextel etc again, in terms of growth rate and market share, they would be forced to do something >> IMO, they have done it. The di has been cast. By 2002 they will have a fully built out nationwide EDGE network. They have elected to skip GPRS that will build out quickly in Europe. One year ago they allied with GSMNA, and formalized this last January. Total interoperability with a building GSM alliance in the US. Interoperability with GSM Europe and elsewhere. Taking advantage of significant experience of GSM operators with wireless data and the MDI. They have chosen a fine technology. It will work right of the barrel, just like CDMA did in 1996 (a few rough edges on the Korea start up but worked out before we launched here). Never underestimate the competition, I say. I'm not counting on cdma in the 'T' equation. Q will do fine without this and will be the better for having the competetive initiative. << QC's dream of merging the telecom industry with the PC industry is fulfilled, then even more M&A activities would be needed ... within one industry but multiple industries >> Tornadoes within Tornadoes, Tornado after Tornado. Thats gorillaspeak for lots of Q Opportunity. << another new Qualcomm >> The Value Chain is building. - Eric -

To: Ramsey Su who wrote (2049)	10/6/1999 7:37:00 AM
From: qdog	Read Replies (2) \| Respond to of 13582

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. Sure T will at some point expierence growth rate slowing down, there is only so much capacity in the wireless sector. Sprint is still building it's system out, but it ain't with out it's problems. What will come to light and Bunker Bernie won't be able to hide it for long, is the number of customers he losing from the more lucrative data businesses. MCI screwed a pooch (not this one) with it's 10 day Frame Relay outage. Big time customers like CBOT are very unhappy. Ex-MCI customers that ditched MCIWorldcom for Sprint are probably meeting sales from companies like Qwest, LEvel 3, Williams, Global Crossing and AT&T today. Do you know where alot of the ISP, such as AOL, get their dial up service from? Try UUNet. Don't you think that Armstrong has a plum with @Home and the cable franchises? Or are you unhappy with your services?

To: Ramsey Su who wrote (2049)	10/6/1999 9:14:00 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 13582

seems the FCC cant keep from tripping over its self. If they keep this up, some of the bills in Congress will be passed and the FCC will be greatly reduced or gone all together. Not a moment too soon. The chairman seems to have lost all sense of reality. I guess that is a by-product of talking with Nextel too long! Jeff Vayda (Thanks to Phillips Telecon) Re; MCI/Sprint merger: The deal drew immediate, surprisingly strong criticism from FCC Chairman William Kennard. "This merger appears to be a surrender," he said. "How can this be good for consumers? The parties will bear a heavy burden to show how consumers would be better off." What's Kennard doing? The response was unusual for the head of a regulatory body which hasn't yet seen a page of MCI WorldCom's merger application. It leaves the FCC open to criticism of its merger policy, which strikes many as inconsistent and unclear.