The New Qualcomm - a S&P500 company Message Board

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 : The New Qualcomm - a S&P500 company

QCOM 170.65

+1.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: llwk7051@aol.com who wrote (1058)	8/24/1999 12:14:00 AM
From: Captain Leap	Read Replies (1) of 13582

Ramsey SU, I just looked at the report...here are some paraphrased excerpts. Ericsson and Nokia had no contracts for CDMA based technology, while the majority of Lucent and Nortel contracts were CDMA (although Nortel had a large number of analog contracts also). I just quoted the number of contracts and not the value. Factoids: (Source Merrill Lynch Research) North American (Lucent and Nortel lead) and Latin American (Ericsson and Nortel lead) contract value is growing while most other regions are declining year over year. Ericsson is winning the most contract value, then Lucent and then Nortel. 77% of cellular/PCS contract value is for expansion of the existing network. In this space, 58% of the awards are for GSM, 21% CDMA, and 17% TDMA. Ericsson and Nokia account for most of the GSM contracts, Lucent and Nortel for CDMA, and Ericsson and Lucent for TDMA. Netting all this out...(and I'm not an expert here) cellular is still a patchwork of technologies and players....and given that these contracts are awarded in a "lumpy" way, it is hard to discern what the CDMA contract value decline means year-over-year relative to TDMA. Ericsson appears to be winning the most contracts....they are not a CDMA player. Any thoughts? Captain Leap

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next