Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Jacob Snyder who wrote (95920)	3/20/2001 8:14:28 AM
From: Keith Feral	Read Replies (1) of 152472

Who is going to pay? An extremely legit question? Most of the telecom buildouts are payed for through vendor financing from companies like Lucent, Nortel, Motorola, Ericsson, & Nokia. Lucent has completed the sale of several key pieces of business - giving themselves access to $10 billion in cash. They are in great shape for buildouts in the US and China. We have seen an avalanche of hgih yield offerings in telecom this year. The days of the IPO are being replaced with high yield offerings. Personally, I think this is great since it eliminates further dilution to shareholders and gives investors a more choices within a less risky investment group than stock. All of the 3G contracts for WCDMA that have been awarded to date have been snatched up by Nortel, Ericsson, and Nortel. They have griped about the price tag although it doesn't seem to make them eager to exit the business of making equipment. The stakes hav e gotten very high due to the extraordinary size and scope of the 3G rollout around the world.

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