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

To: Ruffian who wrote (21830)	1/22/1999 10:12:00 PM
From: JGoren	Respond to of 152472

The Vodaphone-Airtouch merger has to be good for Qualcomm. I, and others on the thread, have felt that the operators are the key to a compromise. Irwin Jacobs said that the operators would have an impact. Since Vodaphone is so large and is operating both GSM and cdma, I would think it would be uniquely qualified to "get through" to a lot of the carriers. It can speak from a carrier perspective on at least two of the platforms. Its interest would, I think, be in having an efficient upgrade for its world-wide system. Everyone expects more consolidation, and that means more carriers will want to be able to move in the direction of a converged 3G standard or multiple standards that are efficient and lead eventually to onemore unified system for each carrier.