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


To: Clarksterh who wrote (22736)2/9/1999 11:05:00 AM
From: DaveMG  Read Replies (2) | Respond to of 152472
 
Then how to interpret the fact that Sprint, Bel Atlantic, DDI, IDO, Airtouch, etc signed off on this letter?Dave



To: Clarksterh who wrote (22736)2/9/1999 11:15:00 AM
From: gdichaz  Read Replies (1) | Respond to of 152472
 
To Clark: As an old conference attendee where committee "resolutions" were worked [sic.] out, I suggest that there are two points here.

First, look at the list of companies/organizations

Heavily weighted to GSM - between 2 to 3 to 1

Second, several who are in state of flux from mergers or difficult postion if 3rd gen standards delayed.

Suggest relax a bit. Not best for the Q, but not unexpected.

Actually suggest much more dangerous is that Armstrong of AT&T has managed to get US Export Advisory Committee to not repeat not endorse a convered standard in ITU negotiations. Protecting AT&T's horse in US - namely TDMA.

As George Gilder pointed out on this thread, AT&T is the major danger to the Q and more broadly to CDMA in the US - not Ericsson/Nokia. Here AT&T is using political clout. And from a straight competitive standpoint AT&T's one rate is by far the strongest competition to the CDMA operators in the US - such as Spring PCS and Airtouch et al.

Chaz