Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (103808)	9/5/2001 12:45:30 PM
From: kech	Read Replies (1) \| Respond to of 152472

MM - I don't know about Teligent but the wireless modems will increase demand for the long haul services provided by Level Three not "demolish" it. Not sure where you are coming from here.

To: marginmike who wrote (103808)	9/5/2001 12:48:43 PM
From: carranza2	Read Replies (2) \| Respond to of 152472

What you say makes a lot of sense. Agree that ATT Wireless will not exist in a couple of years. Some will tell you that Lucent, Nortel, Ericsson, Motorola and Nokia will not be around in their present form. Some of these companies are powerhouses which may be takeover prospects due to their cheap price at present. But who wants more capacity? Gilder was right--we'll have bandwidth to burn. But the question is what will be done with it? I recall becoming interested in Q because of HDR, and ultimately investing in it because of the prospects for 3G royalties (and Gregg Powers sage advice) as well as HDR. Those are still the reasons I'll probably continue to hold, though I may sell some of my position and buy back at lower prices, something I've never done and don't really feel comfortable doing.