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

To: Ramsey Su who wrote (12210)	6/29/2001 1:16:17 PM
From: gdichaz	Respond to of 196584

Ramsey: Seybold may be just recognizing the huge advantage AT&T still maintains with the American public because of sentiment (Ma Bell), lag in knowledge about wireless technologies in the public, marketing prowess, and the built in clout (enhanced in the political contribution process) of AT&T in congress, state capitols, and regulatory bodies nationaly and at the state level. And bodies such as the Cellular Association (with AT&T people on its board and on its committees)seem to be very friendly to AT&T's point of view as opposed to the Q's for example. <<AT&T Wireless took a hit in the bow but should also be able to get back to the harbor without sinking.>> This is hardly saying AT&T will do well. On the main point, hard to see how AT&T wireless can fit its mishmash of technologies efficiently into the spectrum it has, so the loss of the NextWave sprectrum must hurt to some extent.(a shot in the bow) Best. Chaz

To: Ramsey Su who wrote (12210)	6/29/2001 1:37:00 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 196584

Wouldn't AWE be able to maintain its analog customers while switching to GSM? At some point the TDMA customers could simply be advised to trade in their TDMA handsets for a GSM replacement. However, the real problem with AWE is its very substantial debt. Although a company with the clout of AWE does not have difficulty borrowing money, high debt is likely to result in years of low profits and/or substandard system features as AWE tries to do business at the lowest level of performance in an effort to keep costs down. This is one more reason why I believe the competition from CDMA, especially when CDMA customers can access data faster and more reliably, will eventually force AWE to move to CDMA. Art