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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (7669)	10/6/1999 4:51:00 AM
From: Sommers	Read Replies (2) \| Respond to of 54805

<<QCOM may be long gone>> Jill, considering CDMA's 2.5 generation technology not only adds data capability, but DOUBLES the voice channels per cell site, I'll bet my kid's future that Q won't be gone. I truly believe we will all be stunned (positively) to see where Q is 36 months from now. By that time, 2.5G should be widely available. Best of all, the networks will be able to increase data speeds to well over 57.6 Kbps, double the voice capacity - all without incuring the costs of upgrading their networks. As the GSM and TDMA carriers become overloaded with voice demand crowding out the data demand, they will be driven to decide between losing marketshare/customers or fully implement the painful conversion to CDMA 2000. Acording to Wireless Review Magazine, T has more than 10 million subscribers. Mr. Armstrong's engineers can't actually believe they can hold on to their customer base in the face of limited data capability and crowded voice capacity. Someone posted here that Sprint/WCOM is wrapping-up it's conversion from analog networks to CDMA. Bell Atlantic/Vodaphone have already chosen to run with CDMA networks. Mr. Armstrong's TDMA wireless offering will be a joke - especially in terms of data capability. I'm new at this and don't know much about "double tops" to Q's stock price. But I do know one thing: 2.5 generation CDMA technology will DOUBLE the current cell site capacity and drastically increase wireless data speeds, without incurring the painful network upgrade expenses. I'll bet that Q is most likely the MOST undervalued stock in our portfolios. GMST has been a fun diversion for me because I'm getting bored staring at MSFT, CSCO, INTC & Q. Sorry for the long post, I just responding to the two words "long gone," and probably took your post too literally. To say Q has massive upside is an understatement. --Sommers