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


To: Art Bechhoefer who wrote (120356)6/14/2002 9:01:57 AM
From: Dexter Lives On  Read Replies (1) | Respond to of 152472
 
Art,

This industry is diseased with debt. PCS and VZ are no exceptions; in fact they're worse off because they've built national networks based on an unknown (and likely niche) market for data. The current data rates and applications are simply not compelling for the mainstream.

Until a lot of that debt "goes away", this industry will be in a deflationary contraction (this process takes a long time!). Technology doesn't matter, paying customers do. PCS's growth rates are inadequate to sustain it, imho.

Rob



To: Art Bechhoefer who wrote (120356)6/14/2002 1:59:52 PM
From: waverider  Read Replies (1) | Respond to of 152472
 
Art...

LWIN
GLW
Touch America
and now QCOM...

I think there is a message here.

wr