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

To: pcstel who wrote (106342)	10/6/2001 11:54:20 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

PCSTEL: The need for data is going to be huge once everyone shuts off their phone service with companies like BellSouth or SBC. (I wonder what will happen to unemployment then.) All the internet services are going to be offered by wireless operators. This is why operators need voice and data. Once we have a viable wireless internet platform - none exists yet - the last phone plugs will get pulled from the wall. Not that many people are going to stick with Nextel's SMR radio service. I've used nextel service - it is the worst communications service I have ever seen. I switched to PCS back in 1998, realizing that NXTL was a dead end. It's not worthy of conversation.

To: pcstel who wrote (106342)	10/6/2001 12:34:39 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

Spend X Billion to upgrade, then you get 4X the MOU capacity to sell at 1/4 the price per MOU.. Net result.. The Infrastructure Upgrade was not a prudent business decision! You know it is not as simple as that. This would be the case if all of the operators used the same technology....and each could be convinced not to upgrade (see Prisoner's Dilemma). The problem for Nextel is that the CDMA carriers ARE going to upgrade. The prices ARE going to drop to 1/4 per MOU....the question is if Nextel has the infrastructure to support the increased capacity that will be required when MOU's rise dramatically. All of this is based on the fact that wireless data never takes off. If it does, Nextel will be screwed. Slacker

To: pcstel who wrote (106342)	10/6/2001 1:37:50 PM
From: waverider	Read Replies (1) \| Respond to of 152472

Good God! This genetic tendency for QCOM shareholders to bash any other technology, service provider, whatever is getting really silly. Do you guys really think all these alternative non CDMA carriers are just hanging out for fun and know they will be burried within a few years...but figure, hey, we're just stupid? Get off this QCOM CDMA will win at all costs thing. We've got some heavy duty players out there fighting for their survival and they are not going to be making business decisions that on the whole will doom their companies. Nextel's decision appears to make some kind of sense if the voice issue vs. infrastructure cost is valid. What, everyone at Nextel is stupid? Come on. The way it seems here, within 2 years the only service providers that will exist are pure CDMA plays and everyone else will vanish. QCOM needs Nextel. QCOM needs those WCDMA royalties. QCOM needs the major players to confirm that they are not fighting them. Every stock price fall and every non CDMA move is seen as stupid and evil. Not a prudent view in terms of investment survival. QCOM has great technology and will hopefully spread its talents across the planet as we all dream. With the stellar management (excluding some of the financial games), it will probably pull it off. But its all in earnings and perceptions folks. That is what makes stocks move...not lifeboat press releases from Julie or unfullfilled dreams. FWIW, I have a lot of friends who use AT&T and Cigular and love their service. I never have been able to convince them to switch over to Verizon or Sprint. Besides, they ask, why hassle getting a different phone number? <H>