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

To: carranza2 who wrote (120571)	6/17/2002 2:24:34 PM
From: Wyätt Gwyön	Respond to of 152472

Going forward, however, AWE will absolutely, positively, require huge capital expenditures in order to go through its announced migration route which, in my opinion, is a disaster in the making. It will have to reconfigure its TDMA networks to GSM, then go through GPRS, EDGE and, ultimately, WCDMA before it arrives at a data/voice 3G network. well, perhaps that will be the case, although that's not what we were debating. if your prediction comes true, i will watch as an amused bystander (financial rubbernecker -g-). however, considering all the enthusiastic doomsayers for AWE amongs QCOM fans, and considering how skeptical the market in general has become of telecom debt stories, i am somewhat doubtful that the story will play out quite as you say. in other words, i think either they will junk their roadmap, or they will find a way to do it cheaper and/or provide a real payback to investors. otherwise nobody is going to fund the capex in this environment. would you disagree with that?

To: carranza2 who wrote (120571)	6/17/2002 2:29:58 PM
From: Dexter Lives On	Read Replies (3) \| Respond to of 152472

AWE can just take their sweet time and watch FON/PCS crumble under its debt load. I gather that this is their strategic plan - sometimes first-mover advantage doesn't pan out. It's not like 1x is some huge advance; it will offer nothing practical that I can't already do on my blackberry... The relevant question is which carriers can service their debt and which will file C.11. If data uptake is not very strong out of the gate and if PCS doesn't execute flawlessly (I haven't heard many good things about PCS service), they will be filing. Strong demand and perfect execution from PCS is a low probability event, imho. Rob