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

To: puzzlecraft who wrote (4780)	1/3/2000 6:17:00 PM
From: quidditch	Respond to of 13582

With NT and Q as venture stockholders in Airfiber, this sets up an interesting field of (i) cooperation or (ii) competition between NT and Q regarding possible last mile solutions. In the optical space (where JDSU is a supplier/potential competitor to NT and LU), installation of fiber in the metro deployment space is the holy grail for the systems providers and therefore the components suppliers. Of course, LU and MOT (or is it CSCO and MOT) are involved in their venture for fixed wireless data access in a WLL or last mile play. With HDR serving as a possible partial last mile solution in conjunction with airfiber [???]/as an alternative to airfiber/as competition to airfiber, and in similar juxtaposition vis a vis fiber optic systems providers, such as NT, it will be interesting to see what new alliances and competitions in technologies develop going forward. Also, recall that NT has been, for public consumption at least, one of the big naysayers with respect to HDR, which makes the NT/Q sponsorship of Airfiber even more interesting, if it is assumed that NT and Q are there to link Airfiber's potential to an existing technology commercialized by one or both of NT and Q. Or, maybe they are there primarily to "keep their ear to the ground" with respect to possible disruptive technologies. Again, as long as following Q is equivalent to following core developments in the telecommunications space, it is one of the most interesting stocks to own and one of the most valuable, if not the most. Proud to share this thread with you, John. Best wishes for the year ahead. Steve