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To: sammaster who wrote (129915)10/17/2001 4:42:02 PM
From: marginmike  Respond to of 436258
 
For Qcom sake as long as they canabilize everyone except VZ they are OK. My guess is ATT is loosing customers. I hear NOK is stuffing the channel, they are ATT bigest supplier. Would make sence. I go into verizon store near me and its always a zoo. My guess is to go long Qcom and VZ PCS and short NOK ATT and NXTL is a pretty good hedge if you want to be longhere.


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