Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: SKIP PAUL who wrote (3689)	11/27/1999 4:42:00 PM
From: JGoren	Read Replies (1) \| Respond to of 13582

Vodafone Hedges Its Bets With Airtel Negotiations Vodafone seems to be hedging its bets with regard to its European acquisition plans. The company was unavailable for comment today on reports that it may soon become the majority shareholder at ... totaltele.com apologies if this previously posted

To: SKIP PAUL who wrote (3689)	11/28/1999 7:33:00 AM
From: Webster	Read Replies (1) \| Respond to of 13582

AT&T has many tough choices to make. The best long term decisions (cdma) are the most difficult in the short term. I believe AT&T will do what's in their best short term interest. AT&T will use their marketing clout to sell around their capacity shortage and voice quality. We all know they are getting sold a bill of goods from those vendors promising AT&T good fortunes with their tdma system especially with regards to data offerings. The key for cdma will be mobile wireless internet users. As consumers get used to having the internet available to them at all times the market will pressure AT&T to move towards cdma. I hold out as much promise for michael armstrong as I do for Lars (ercy) with cdma vision. But eventually the dinosuars either adapt (move to cdma) or become extinct, its the law of nature. Having AT&T become a tracking stock may allow the leadership of their wireless division to either rationalize cdma or be convinced by the analysts they need to adapt cdma in order to support their business model. AT&T will eventually adopt cdma, although when is a difficult question. Like all great long term plays, I'm not concerned about AT&T's adoption of cdma in the short term as qcom's business model will survive with or without AT&T, as will the market. FWIT. Thanks WEb.