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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (51924)	11/29/1999 9:20:00 AM
From: Jill	Read Replies (1) \| Respond to of 152472

Doesn't seem like it would help, MileHigh...let's hope Jacobs keeps leapfrogging ahead. Jill

To: MileHigh who wrote (51924)	11/29/1999 11:54:00 PM
From: voop	Read Replies (1) \| Respond to of 152472

MileHigh My uninformed opinion is that Errorickson competes with with LU for wireless infrastructure biz as CSCO does with other telecomm supply. And since Errorickson bought the biz from Q they now can integrate the CDMA into what they doand plan to do. In addition, they can integrate with all of Errorickson GSM European biz. CSCO ain't gonna do a JV with LU or NT who they are fighting tooth and nail to capture the legacy enterprise dollars. So the only wireless infra structure of note with no direct competition who happens to be large in GSM and have the CDMA infrastructure in Errorickson. As usual CSCO knows what they are doing. If Q had kept the biz, the JV might well have been with them. What do you think? Voop