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Technology Stocks : Loral Space & Communications -- Ignore unavailable to you. Want to Upgrade?

To: jim black who wrote (1816)	1/30/1998 8:32:00 PM
From: JMD	Read Replies (1) \| Respond to of 10852

jim, G* telephony will handle both GSM and CDMA period. Don't forget that G* is a worldwide service provider, and that means Europe (last I checked) and Europe means GSM (at least for now). As further proof, note that one of G's handset suppliers is Ericy. Ericy is to GSM as QCOM is to CDMA--they are arch enemies to be sure but you didn't think Bernard Schwartz would let LOR and G get caught short by exclusively tying G's fate to one side of the religous jihad, now did you? Finally, concentrate on the announcement at the Q's last earnings release re: the successful Vodaphone trials. Vodaphone is a partner in G and a major telecom carrier in Europe. QCOM has demonstrated soft handoff in air to air interface meaning that that a CDMA call can be "passed" through to GSM and the guy on the phone won't know the difference. Personally, I think this is big news, kinda like the camel's nose under the tent and the path that CDMA will use to infiltrate Europe. But I'm a QCOM nut. And on that last point: please take a long look at the Q: it ain't tanking unless you consider doubled sales and tripled earnings signs of weakness! Regards, Mike Doyle