SI
SI
discoversearch

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 : RadiSys Corp
RSYS 1.720+0.6%Dec 11 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mister_utopia who wrote (1448)2/4/2001 5:48:20 PM
From: dylan murphy  Read Replies (1) of 1472
 
I have a few questions,comments about Radisys and Nokia and 3g. In their press release RSYS talks about design wins in GPRS. My understanding is that the phones themselves will be delayed until the end of 2002. This puts those contracts way behind schedule. I've also seen press releases that there have been many problems with overheating and battery life. I believe RSYS does work on the basestations. But if the phones don't work will these wins ever happen?

Also this past week Nokia announced the layoff of 1500 full and part time jobs in Texas. They seem to be headed more and more toward outsourcing. This would be a positive for RSYS. Nokia has also said at their last press conference that they would build 100,000 WCDMA basestations in 2001 and 300,000 in 2002. Could these deals be the large design wins RSYS spoke of in their cc? But then no one has come out with a working WCDMA chipset for their phones yet either. I also not sure if RSYS has any experience with CDMA or WCDMA. This is where the future growth in telecom will come from during the few years. RSYS needs to be in the high growth area of telecom to ever see their stock price back to the old highs and beyond.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext