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

To: Jon Koplik who wrote (113469)2/16/2002 11:25:14 AM
From: kech  Respond to of 152472
 
Barron's article -- There was a glimmer of truth on PCS with this:

Based on its franchise value, the company does look more attractive because it probably would be impossible to recreate its nationwide network and customer base for anything close to its current enterprise value. Sprint PCS also boasts a national digital network and has a less expensive path to upgrade its services to 3G than does AT&T Wireless. However, Sprint's tracker structure would make it hard for any company to buy Sprint PCS without shelling out for Sprint's other businesses as well.



To: Jon Koplik who wrote (113469)2/16/2002 12:06:37 PM
From: Dexter Lives On  Read Replies (1) | Respond to of 152472
 
I guess we now know why Sprint PCS shares fell almost 50% in about a week and a half (with no publicly available news or developments).

Check the date of this post
Message 16997627

and look at the linked chart. It was predictable; the business plan is very questionable and too many people in love with the sector and have their blinders on, imho. Too bad the bond vigilantes don't like it and have their eyes wide open ;^> .

Cheers. Rob


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