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

To: amseybold who wrote (26136)	8/27/2002 3:11:05 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 196721

Andy: If there is to be consolidation brought on by capacity constraints and by the new year as you predict; just who is going to have the funds to do any outright buying? If (and again as you comment) the GSM crowd is busy overbuilding to cover the capacity constraints, doesn’t that make the overbuilt/overlapped markets therefore less valuable to the players? Outright buys and mergers become less advantageous and reduce in value as the costs to correct any individual market increases. (I can see Sprint smiling from here.) Seems like there is a catch 22. Costs to much to keep going down the current path, not enough funds to alter the path to profitability. Jeff Vayda As an aside, do you see the legacy 2G systems hanging around like amps and finally being marketed as a 'poor man's cellular'?

To: amseybold who wrote (26136)	8/27/2002 4:58:09 PM
From: queuecom	Read Replies (1) \| Respond to of 196721

Andy: Your remarks about Voice Stream seem to make my earlier point ,i.e., Voice Stream is the ideal takeover candidate for someone motivate to make CDMA work in both North and South America. And that's Bell South. I think Sprint PCS will be successful and SPRINT won't peel them off. I may be off about Nextel but where are they going to go with their iden system. Their best bet is to cut over to CDMA and then combine with a bigger player. My whole premise is based on one immutable fact: The decision makers in these firms are in this game ONLY for what is in it for themselves. Therefore, my scenario rewards all the players- even those who would go out of business otherwise. just MHO.