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

To: engineer who wrote (3696)	11/27/1999 9:41:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 13582

You make it all sound sooo easy, water off a duck's back, BUT will it happen? There must be all sorts of backround forces doing their utmost to avoid this overlay scenario, US GSM carriers just to name one, the European manufacturers, although I suppose ERICY is now theoretically at least in a position to benefit. Isn't the merging of GSM and TDMA meant to squelch the comer IS95CDMA in a sea of economies of scale which may mitigate the CDMA spectral advantage by other means. At any rate, until CDMA carriers demonstrate that they really know how to do data, let alone high speed data, and that they can "do it better" which means making it easy and useful, I doubt if anyone will be quaking in their boots. And how would an overlay affect the balance of power between the WCDMA QCOM royalty hijacking wannabees and CDMA2000 , and wouldn't an overlay create new dynamics that might not necessarily be in ATT's favor as it takes on WCOM? DMG