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

To: Kent Rattey who wrote (9343)	3/31/2001 12:51:05 PM
From: Theophile	Respond to of 196660

Indeed, that TSC article has ulterior motives, IMO. This Ravi character first went to all the big houses to spread Fear and help collapse the prices of telcos, fine. Now, he is taking the message to retails so companies such as WCOM or T can try to stem their flow of blood by cheap acquisition of LVLT or TSIX or FLTH or any of the other fibre nets which can do what WCOM and T cannot do: supply competitive Long Distance connects for their customers. Remember to examine the fact he just finished with Drunken Miller, and that complex involvement with the George Sorry Ass debacle <<snip>> I have taken the remainder of this rant over to the other thread: Message 15592849 also a new email delivered Gilder PR effort: Message 15592887 Martin Thomas

To: Kent Rattey who wrote (9343)	3/31/2001 10:20:02 PM
From: A.J. Mullen	Read Replies (1) \| Respond to of 196660

Kent, you said, "If one business model fails, there's the next....Someone will come in and pick up the pieces." To me, that was his point. Those that come in will do so at fire-sale prices, and will be able to put pressure on the survivors. If a system were in place and working, and the owner went bankrupt, then the new owner might have an economically competitive system, even if it were technically inferior. I'm not sure how it affects Q, except it might slow development. Say there's a few 3G systems out there, but teh system isn't fully built out, then one company that has deployed goes bust. Another company that was about to deploy is likely to say "lets grab the defunct companies system for pennies on the dollar" and thus forego developping the system itself.