Ericsson overlook? Message Board

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Technology Stocks : Ericsson overlook?

ERIC 9.550

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2:26 PM EST

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To: gdichaz who wrote (4722)	5/16/2001 4:36:46 AM
From: Mika Kukkanen	of 5390

Probably write more later, been pretty busy of late with my focus well away from the mobile arena (broadband, OSS/BSS). However at $1.46 billion (and let's make sure we know that a billion here means a thousand million) for the infrastructure contracts equates to only $73 million for Qualcomm? Also it wouldn't be 5% of the total as not all of the contract costs would be subject to the qcom cdma tariff, so expect a lot less. Mind you, suppose what ever they do get is straight profit. It'll be interesting to see how and where the roll outs take place as comparatively this is only an initial order (small).

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