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

To: engineer who wrote (9209)	4/25/2000 11:39:00 AM
From: idler	Read Replies (1) \| Respond to of 13582

his report reminded me of an earlier report -- way before the Ericsson settlement -- that stated WCDMA is necessarily based on Q patents, with the implication that the Europeans would eventually have to come to terms. So he has been right on the money in the past. In this case, the clear implication is that T must eventually abandon TDMA -- probably go to CDMA -- unless we are all wrong about the importance of wireless data in the future.

To: engineer who wrote (9209)	4/25/2000 8:05:00 PM
From: Ron M	Respond to of 13582

Engineer: Just in case no one has forwarded some of Gilder on the AT&T spinoff. He says in part, "If the AT&T Wireless IPO (Irredeemably Pathetic Offering) succeeds on the scale T is predicting it will be an even more amazingly Barnumesque feat than Craig McCaw's unloading it on AT&T the first time. Inferior by far even to GSM, the European TDMA standard, AT&T's American TDMA has no future at all." Another half dozen paragraphs continue until he concludes, "T's only remaining advantages are cash, bulk and an increasingly compromised brand. In thrall to a bankrupt technology, all three will melt away." As usual he pulls no punches; Anyone thinking of buying the IPO?