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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 165.13

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Nov 26 3:59 PM EST

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To: limtex who wrote (5958)	1/6/2001 2:54:55 PM
From: Eric L	Read Replies (1) of 196769

L., << We have heard something from NOK and other hopeful W-CDMA suppliers that these suppliers enter into customer number guarantees with the SP as a condition of the contract to supply their equipment. >> I don't think we heard that from "NOK and other hopeful W-CDMA suppliers". We may have heard it from a PHD candidate from Finland. Here is a relatively recent clip about "vendor financing" exposure. "According to one set of estimated figures circulating in the industry, Cisco's books are said to carry US$2.5 billion of vendor finance; Nortel is thought to have around US$3 billion outstanding; Alcatel US$2.5 billion, and Ericsson and Nokia around US$1 billion. The U.S. firms seem, if the figures are reliable, to have more vendor financing chalked up, with Lucent running at around US$8 billion and Motorola owed US$4 billion." totaltele.com Some of the same players are just as heavily exposed (comparatively) now as they were back in 1995 when PrimeCo and WirelessCo (Sprint PCS) made vendor financing based "technology decisions" for cdmaOne instead of GSM, after the worlds first spectrum auctions for wireless mobile telephony. Ericsson and Nokia kept their liability in check back then. - Eric -

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