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

To: Art Bechhoefer who wrote (11184)	5/31/2001 9:35:36 AM
From: slacker711	Read Replies (2) \| Respond to of 197155

Analysts are downgrading QUALCOMM along with other telecom equipment companies simply because they do not differentiate between the future costs for CDMA providers, compared with TDMA/GSM. The problem is that the differentiation that CDMA provides for operators has not translated into differences for the consumer. The only operator that is truly taking advantage of the opportunities provided by CDMA is Leap. The national service plans that are offered by the various operators are generally indistinguishable from each other. I am hoping that this changes with the advent of 1x but I would not be surprised if the situation continues. Slacker

To: Art Bechhoefer who wrote (11184)	5/31/2001 11:51:51 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 197155

Art, While AWE faces all kinds of obstacles between TDMA to "whatever", debt is not a problem until much later. AWE has a ton of cash, albeit borrowed, to waste on their next stupid decision, such as the one to convert SD, SF and Houston from CDMA to TDMA. I am too lazy to calculate it now but their warchest should easily be over $10 billion. AWE got about $6 billion from NTT (out of the $9.6B to T) and floated another $6B or so in bonds alone. AWE has already sold their soul to NTT. The 16% NTT bought included the right to dictate technology. The first obvious decision influenced by NTT was their announcement back in March, regarding their intent to launch i-mode 1st qtr 2002. So will the technoids on the thread explain how AWE can move from their current network to i-mode? If they run it on CDPD, it will not work. too small capacity. If they use SMS, it will stop all voice calls, too little capacity. So they either delay until GPRS is in, or get totally hosed. Ramsey