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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Keith Feral who wrote (80030)	9/12/2000 10:46:16 AM
From: Cooters	Read Replies (1) \| Respond to of 152472

Keith, I have long believed BLS is dumping their TDMA network on SBC and will either go after Sprint(again) or bid in the upcoming auctions and start over. I think they get it based on their LA experience. Coots

To: Keith Feral who wrote (80030)	9/12/2000 10:51:09 AM
From: sam	Respond to of 152472

"There is a rumor circulating that AWE is considering a full fledged capitulation to CDMA." Would be a huge win for QCOM. But...I'll believe it when I see it.

To: Keith Feral who wrote (80030)	9/12/2000 10:59:23 AM
From: CAtechTrader	Read Replies (1) \| Respond to of 152472

Keith we have heard the AWE rumor too, AT&T must do something to make the market believe it will be a player in the future, the market now values AT&T for what it is...the greatest portfolio of obsolete technology in the world...Armstrong who was hailed as a savior has done nothing but preside over AT&T's slow death...he has refused to spend any $$$ on cutting edge technology...and the market is penalizing him for that...what IT manager in their right mind would sign their company up with AWE? TDMA/GSM dropping calls like crazy in Europe (and customers are starting to get upset) and the US as more "data" flows over these voice optimized systems...the rumor is out there, as Armstrong is beginning to really take heat from larger holders for his technological intransigence...long distance will be "free" soon, the path of the future is value added "bundled" services like wireless...those with inferior technology won't make it in 3G..."How come my wireless web always crashes and yours doesn't? Oh, you are not on AWE I see."

To: Keith Feral who wrote (80030)	9/12/2000 11:21:17 AM
From: saukriver	Read Replies (1) \| Respond to of 152472

There is a rumor circulating that AWE is considering a full fledged capitulation to CDMA. Not exactly stop the press. There is always a rumor floating that AWE is thinking of a full fledged capitulation to CDMA. The technical advantages of CDMA and weaknesses of TDMA for data make it an eventuality. There are three dominoes: China, NOK/Europe, and AWE. None has fallen in the form of signed commitments that will generate revenue for QCOM. The BellSouth announcement, however, confirms what we already knew. One day, AWE will recognize that its technology cannot handle highspeed data transmission. Maybe today. Maybe next month. More likely in 2001-2003 window. These three dominoes will fall. The question is when.