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

To: John Biddle who wrote (118654)	5/11/2002 2:56:26 PM
From: rkral	Read Replies (2) \| Respond to of 152472

>>"So what you're saying is that it's a problem that the carriers bought at the top and now that the perceived value has dropped precipitously the governments (sellers) should help make the carriers whole." I am talking about the carrier's inability to obtain a return on significant assets .. because 3G manufacturers haven't performed as promised relative to these assets .. and governments sold (don't know about collected) monies for these assets prematurely .. IMHO. There is precedent for governmental relief, I believe. I recall one or more governments postponing the due date for auction monies, other than the down payment, until infrastructure installations are complete. >>"Have you used this fairness theory to sue Qualcomm because you bought their shares and they went down?" I did buy QCOM and the stock did go down. Sue Qualcomm? Of course not. Not their fault. Not the markets fault either. I alone made the decision of when to buy. But there's a big difference re the Euro spectrum auction. When I wanted some QCOM stock, I didn't have to buy it from Qualcomm during a one-time sale on a weekend set by Qualcomm. >>"Would you be screaming for the carriers to double up their payments if the value of the spectrum had gone up? No. >>"Do you believe people are responsible for their actions?" Yes. But I do not believe they should be deprived of the opportunity to obtain a return on their assets. >>"Even the Euros can't abide that one." I don't think you have authority to speak for the Euros. :-) Ron

To: John Biddle who wrote (118654)	5/30/2002 10:44:46 PM
From: rkral	Read Replies (2) \| Respond to of 152472

After seeing Andrew Seybold's statement (below), I'm sure you'll want to e-mail him that "it's a stupid idea". <g> <snip> "Mark, Mountain View: With the billions invested in 3G licenses in Europe, and slow adoption of incremental data services, do you envision we'll see some of the established networks (for example Vodafone) actually running out of money and going out of business? Andrew Seybold: That is a good possibility -- the other option is that they will deploy EDGE in their GSM spectrum and find a way to get the governments to give them a break -- after all it was the governments who hyped the spectrum and the greed of the network operators who drove up the price so the solution needs to be addressed by both parties -- keeping the vendors -- Ericsson, Nokia, et al -- out of it." <snip> Ron P.S. The above is snipped from Andrew Seybold's "live BigTalk discussion on Monday May 13, at 1:00 p.m. EDT, to discuss the pressing issues of the wireless revolution." wirelessweek.com