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


To: quidditch who wrote (2990)11/5/1999 12:30:00 PM
From: slacker711  Respond to of 13582
 


As mentioned in my CC thoughts, maybe the most bang for Q's $1.6 billion warchest is to somehow buy (controlling interest in) a CLEC ir ILEC or some other participant which has spectrum available that could be compatible with HDR and CDMA RF. If Q's HDR has the speed, the wireless access and if spectral availability could be assured....

It really seemed like (at least to me) that QCOM was aiming HDR at the existing CDMA providers. They kept emphasizing the low capital investment that an existing provider would have to risk. I'm not sure if the same type of business model would apply to a company that did not already have the basic IS-95 infrastructure. If it is really as cheap as they seem to indicate, it seems ideal for small towns....populations of 100,000 might be pretty easily served by something like this. I am just having trouble imagining PCS being able to roll this out in large cities when they have trouble connecting my phone calls consistently (Chicago).

Hmmm....how about Chatanooga (LWIN) for a test bed. Get unlimited local phone calls plus a wireless ISP for $60. Hope some computer manufacturers are at the demo next week.

Slacker



To: quidditch who wrote (2990)11/6/1999 1:49:00 AM
From: lkj  Read Replies (1) | Respond to of 13582
 
Steven,

My feelings are that Q should spend its cash on:

1)Acquiring additional technologies that compliment the ASIC business, such as voice recognition, GPS, and cryptography.

2)Investing in companies to promote and accelerate the development of bandwidth demanding wireless applications.

3)Establishing a research center like Bell Labs, that researches on any topic of any scientific interest. "Go Brain Go!"

Khan