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

To: Jeff Vayda who wrote (2823)	9/6/2000 10:37:00 AM
From: Andrew N. Cothran	Respond to of 197271

Jeff: I am not short QCOM. Far from it. I am long QCOM since November, 1996. And I join you in wondering how anyone in his right mind could short QCOM at these levels. In fact, those who really know QCOM wonder how anyone in his right mind could EVER short QCOM.

To: Jeff Vayda who wrote (2823)	9/6/2000 11:19:56 AM
From: Ibexx	Read Replies (1) \| Respond to of 197271

Re. The Europeans are going to sit there and watch the world go by while they bemoan the money they put into un-necessary 3G bandwidth. Typical Euro-centric arrogance - pardon the cultural commentary. The Nordic folks (NOK & ERICY) can learn a few things from the Brits: the sun does set and, in this case, it has. Ibexx

To: Jeff Vayda who wrote (2823)	9/6/2000 12:57:33 PM
From: Eric L	Read Replies (1) \| Respond to of 197271

<< The Europeans are going to sit there and watch the world go by while they bemoan the money they put into unnecessary 3G bandwidth >> The Europeans, the Asians, and the Latin Americans, may be sitting back at the end of this decade and laughing at the North Americans who perhaps had less foresight than they did on spectrum planning. Right now we are trying to patch together bits and pieces of discontiguous spectrum for 3G services. I equate this to hard disk storage. You think you have plenty, then it's gone. Unlike disk storage however, the price of spectrum doesn't go down, it goes up. It is a precious and limited commodity. I think back to the auctions of 1900 MHz spectrum, in 1995 & 1996 when everybody was moaning and groaning about the exorbitant prices of spectrum, particularly in 'C' block when to firms bid prices way beyond their potential competitors carefully planned business models, and then sought chapter 11 protection when financing dried up. I'm not knocking the spectral efficiency of CDMA, it's great, I just think we are going to need more spectrum than we currently have available for wireless data and multimedia services, regardless of the fact that by 2005 (perhaps 2004), over 50% of the mobile wireless subscriber base in the US will likely be using extremely spectral efficient CDMA/HDR services. We invented the auctions of spectrum. Other regions of the world scratched their heads and watched, and then a light bulb clicked on .... hey that's a good idea said many ..... - Eric -