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


To: slacker711 who wrote (9117)4/24/2000 1:02:00 PM
From: Patrese  Respond to of 13582
 
Greetings to all,

Greg and Slacker, wouldn't it make sense to bid for spectrum in Japan with other partners as a way of trying to gain a foothold in the service provider arena? Look at their recent announcements with the gprs acquisition and their targeted effort to go after internet/wireless ad streams and other applications. It seems they are trying to introduce outside service provider competition in a closed marketplace.

Regards,
Patty



To: slacker711 who wrote (9117)4/24/2000 1:15:00 PM
From: Boplicity  Read Replies (2) | Respond to of 13582
 
That's good logic, but still 10 billion is a lot of bucks to make sure QCOM tech. gets out there. QCOM is no longer running on the ball's of their feet, they are trying to prevent being left off of the the race roster, and having to play catch up. They mentioned in the news release today that they were working around the clock on the bid, I sure hope they have a group working as hard on W-CDMA.

Greg



To: slacker711 who wrote (9117)4/24/2000 8:21:00 PM
From: DaveMG  Read Replies (3) | Respond to of 13582
 
I wonder what the real liklihood is that Q et Consortium would be awarded spectrum? Perhaps they think they can strong arm the Japanese into opening their market" an entirely U.S. group", damned aggressive. Would they be taking DDI's license? SO strange after Kyocera buys the handset division.And I wonder what the Koreans think of this move?

This story continues to baffle me, it's just too weird, which is why it's really disturbing. NTT will never switch unless the technology turns out to be a total flop, which I doubt very much. We know already that having the biggest,fattest, fastest is only part of the story, so being a year ahead won't do it either.

DDI said flat out that roaming and economies of scale are the main consideration for them. How is QCOM's spectrum bid going to alleviate these concerns?

Whole thing reeks of desperation...0-(