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

To: kech who wrote (24563)	7/11/2002 1:12:21 PM
From: kech	Read Replies (1) \| Respond to of 197247

Another BigTalk: Jim, Jupiter FL: We've yet to hear a peep from Verizon about subscribers to its Express network. Since that probably means there are not that many so far, what do you think they are doing wrong? Are they too focused on enterprise applications vs. consumer? Andrew Seybold: I agree that it is funny that we have not heard a word--we have heard from NTTDoCoMo, KDDI, SK Telecom, TK Telecom and LG--but not from a single US carrier--not Verizon, not AT&T, not Cingular, nor voice stream--means to me that data take up is slow--what are they doing wrong--they are just getting started--they need to modify their pricing and they need to get their field folks trained--all of which takes time. I am not worried and expect that Sprint's launch in August will put a LOT of pressure on Verizon and the other carriers too--see this week commentary on my site.