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

To: Theophile who wrote (4364)	11/7/2000 5:55:33 AM
From: 100cfm	Respond to of 196920

It doesn't make any sense. AWE cannot afford another blunder, one which they will have no one but themselves to blame when the ramifications of their mistake come home to roost. Look for the resignation of Rod Nelson first for the clue of AWE going CDMA. Could AWE go directly to a 1X buildout now and beat verizon & sprint to the punch?

To: Theophile who wrote (4364)	11/7/2000 9:14:19 AM
From: Eric L	Read Replies (1) \| Respond to of 196920

<< Interesting road map of how AWE might transform .... please correct me if I am wrong, but I believe any analyst can shoot holes in this picture, and would probably do so. >> No question but that 'T', and AWE are in the pickle barrel. When one reads Seybold, one must remember that he, like George Gilder, like Lynette Luna, and like many of us who are invested in Qualcomm, has a strong CDMA bias. As he stated in a May article: "While some believe that I have become a CDMA bigot, the truth is that I am a believer, not a bigot". That article (which discusses Gilder's WSJ article, and the UWCC's response) is also a good read: outlook.com One thing I would like to point out is this sentence (re: an AT&T technology switch to GSM) from Andrews October article is "If these rumors are true - we are hearing them from many sources - the anticipated announcement will be made in a matter of days if not weeks." Not only days but many weeks have passed - no announcement on technology change, just young Lynette, reporting on rumors, and old George, opining away. Now Andrew "the CDMA believer" believes "that AT&T Wireless will announce a move to GSM for its U.S. network in the near future." Andrew "believed" this before the specter of an NTT DoCoMo investment in AT&T (instead of Cingular ?) surfaced. As for Cingular, Andrew paints a somewhat plausible picture of a conversion to GSM then states "Cingular should move to CDMA for the following reasons". I concur with his rationale. I'm sure you would to. In the interim, I'll follow the rumors, and put more credence in them when a more neutral observer provides more specifics and less conjecture. As Andrew stated in unbigoted fashion: As always, the final decisions will not necessarily be based on a technological assessment, but rather on internal politics and the anticipated effects on stock prices. Technologists don't want to be branded as having made a mistake in their choice of technology, and they will try to minimize this perception. Their management teams, also averse to admitting a mistake, will most likely opt for the best political decision over the best technology decision. - Eric -