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

To: Clarksterh who wrote (120555)	6/17/2002 12:44:21 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

And in fairness it is an interesting question for Qualcomm afficionados - does technology choice matter or is it utterly swamped by financing concerns, sales/marketing, ... Just my two cents....I dont think that technology choice can guarantee that the operator will do well, but the wrong choice has the possability of destroying a company. Imagine if PCS had chosen TDMA or GSM. They would be faced with the same $17 Billion in debt and have a multi-billion dollar upgrade cycle to start. Actually....we dont need to imagine the situation, Nextel is caught in exactly that trap. If data does do well they are going to be unable to compete, if data fails, a price war in voice minutes will bring down their ARPU's. Not a pretty sight.... Slacker

To: Clarksterh who wrote (120555)	6/17/2002 1:16:18 PM
From: JohnG	Read Replies (1) \| Respond to of 152472

Clark. I suspect that PCS is a highly marketable entity now that the CDMA2000 network is complete. Someone like MSFT would lovw to have a software lock and a seat on the board for a few hundred million. The accounting separation between PCS and FON is just that. I doubt that it would be easy or desirable to untangle the two and have two separate corporations. It is not clear to me how to try to value PCS as the two financials (PCS & FON) are arbitraey and subject to future asset transfer between the two by the Board per my earlier post.