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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (1960)	8/5/2000 2:13:30 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 197563

Dennis, I am just thinking about the timing here. If SBC claims by end of 2001, we can only assume it will be no earlier but most likely later. They might have forgotten about what progress Verizon and Sprint would have made by then. The article kind of claims Voicesteam, with 2.3 million sub, may be a competitor. I think it is probably true, SBC may be competing with VSTR for what little business that may be left. By the way, VSTR's so called 2.3 million sub includes a ton of pre-paid accounts. (last number I had was 500,000) I wonder how many prepaid accts are good candidates for wireless data customers. Ramsey

To: Dennis Roth who wrote (1960)	8/5/2000 2:13:47 PM
From: foundation	Respond to of 197563

"SBC-BellSouth's Unnamed Offspring Will Rival Verizon" ---------- SBC-BellSouth, T and VoiceStream will comfortably compete while voice remains primary in U.S. - at least through 2001. SBC and T remain prime Euro-teleco targets, but would face significant regulatory/congressional review with outcome uncertain. Using VSTR as a yardstick, they'd be exceptionally expensive as well. If EDGE is improbable, if the EDGE evolutionary path to wCDMA is problematic, they may also be the first to flee to superior standards. Something to watch for. Perhaps around May 2001.