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

To: brational who wrote (19196)	2/18/2002 10:54:22 AM
From: Art Bechhoefer	Respond to of 196407

The BARRON'S article lives up to its usual low standard of uneven handed evaluation of competing technologies, especially when one of those technologies is favored by the establishment. I've written a letter to BARRON'S, noting that the differences in the technologies mean that companies like AT&T Wireless and Cingular will have a difficult time competing with the likes of Verizon, Sprint PCS, and Leap Wireless (this last company wasn't even mentioned in the article, which seemed to concentrate on bigger fish like AWE, Cingular, and Nextel). Art

To: brational who wrote (19196)	2/18/2002 12:08:15 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 196407

A month or so ago, I opined that the masses are more confused about the wireless industry as they have ever been. This Barron's article supports that theory. What exactly is the benefit to these M&A ideas? Cingular covers 200M pop, AWE 274M. What is the synergy? Aside from the top markets, I wonder how many areas need more spectrum? Does it make sense for MacDonalds to merge with Burger King? Barron's probably never heard of Leap, Metro, Nextwave etc., which offer unique products that may make a lot more sense to merge or be acquired by someone else.