Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert Sheldon who wrote (25583)	3/30/1999 2:22:00 PM
From: engineer	Read Replies (3) \| Respond to of 152472

But if you look at my specific response, it was for the Lucent based TDMA system that AT&T has. The first year expeditures are much less than your GSM report and the yearly buildout less as well. this would give them access to the 3G and CDMA phones as well as provide about 1/2 to 1/3 the cost of operations in years 3-5. If I were AT&T with as much to loose out there in competing with FON and ATI, I would seriously consider this. And they can buy this from their existing switch and BTS vendor.... I agree that for US GSM players it works as well, and your report was before the convergence was real, so there would be many more economies there such as 3G futures....

To: Robert Sheldon who wrote (25583)	3/30/1999 2:50:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Excerp Fro RcR> The big news this week, of course, is that former enemies Qualcomm and Ericsson reached several agreements, all of which are probably good for the industry. I admire Ericsson for buying its way into the CDMA business. Ericsson has conceded CDMA is a viable technology, and as such, the company wasn't content to sit around and watch market share slip away. I imagine selling its infrastructure unit was a little more heart-wrenching for Qualcomm CEO Irwin Jacobs.