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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 (9276)	3/29/2001 6:26:23 PM
From: ggamer	Respond to of 197239

Why would a bushman/cowboy from Texas favor a European flavor of CDMA by opening up new spectrum? I just don't get it. GGamer

To: gdichaz who wrote (9276)	3/29/2001 6:28:15 PM
From: cfoe	Respond to of 197239

In fact there is talk of Bell South taking over the parent company Sprint and therefore the wireless subsidiary Sprint. The possible scenarios and outcomes are dizzying in their potential complexities. One has to wonder if all the various moves are being planned in advance. For example, Bell South could be moving to have a hemisphere-wide CDMA network - taking its LA properties and linking them up to Sprint PCS and their Mexican CMDA SP. Maybe they had this in mind when they made the original deal with SBC, i.e., planning this with Cingular or alternatively intending to put their share of Cingular to SBC when the time was right and buy Sprint. As I said, dizzying.

To: gdichaz who wrote (9276)	3/29/2001 8:35:02 PM
From: golfinvestor	Read Replies (1) \| Respond to of 197239

<Nextel on the other hand is a strong independent US company and the irony may be that is will be the best means of getting Qualcomm's CDMA 1xEV-DV rolled out soonest and strongest in the US.> Chaz, I see NXTL as a much more likely takeover candidate than FON/PCS or VZ. A takeover of FON/PCS or VZ will more than likely run into antitrust problems whereas NXTL should not. WCOM already struck out trying to takeover FON/PCS, why do you think SBC would fair any better?, WCOM gave up on acquiring NXTL because of the asking price. With NXTL's current market cap under $11 billion, another takeover attempt is certainly an option for a company that is in desperate need a wireless business. Any further consolidation of the big boys is going to be put under the Government's microscope. IMHO, I just don't see it happening.