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

To: gdichaz who wrote (5865)	1/2/2001 10:08:32 AM
From: Eric L	Respond to of 196554

Chaz, << Does your crystal ball or ear to the ground, reflect any realism to the old rumor that Bell South might sell its share of Cingular, bid for Sprint, and go the CDMA route in the US that way? >> Haven't heard that one for a looong time. Doubt it. Looks like the Cingular JV pretty far along ... but M&A is funny. Who can predict.

To: gdichaz who wrote (5865)	1/2/2001 3:15:03 PM
From: cfoe	Respond to of 196554

Bell South might sell its share of Cingular, bid for Sprint I have no special knowledge and have only seen what has been posted on this and the other QCOM thread, but here's my two cents on this whole business. As for a TDMA SP switching, Seybold only predicted one - and from what I read he also said that the one had pretty much locked up all the 1X infra equipment available. So who could that "one" be? My guess, as others have speculated, is Nextel. Possible confirming evidence includes the head of Nextel (a month or so ago) saying that as far as they were concerned EDGE is dead and that they were evaluating 1X among other possibilities; also the apparent lack of participation by Nextel in the recent spectrum auctions. On the BellSouth-SBC-Cingular front. I believe BellSouth is a minority partner; that is, they own less than 50%. Given this I would not be surprise if the agreement gives BellSouth the right to Put their share of Cingular to SBC at some predetermined valuation. As a minority owner, this kind of protection (the right to Put) would be prudent in case the majority partner was making decisions that the minority partner did not agree with. This is one way BellSouth could get out of Cingular and free itself up to bid for Sprint. Just my two cents.