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

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: elmatador who wrote (11042)	5/29/2001 11:54:43 AM
From: cfoe	Read Replies (1) of 197251

If CDMA would have been so important for the Euro vendors, then NOK, SI and ERICY would have competed with AAL for LU. But none did. I will offer you two reasons for this. First, $34 billion or maybe only $23 billion, is still a lot of moola; lots of stock dilution - even for NOK and SI. ERICY is a basket case; plus, as others have pointed out, they already own a CDMA infra business. Second, ALA and LU businesses have lots of overlap, so lots of cost cutting opportunities - $4 billion according to initial statements. I doubt any of the NOK, SI and ERICY had similar synergies. Oh and a third reason is I doubt they could pull off a "merger of equals" (although we'll see if this actually happens here as well). Another thought. If memory serves me correctly, France (sic) Telecom was the first Euro SP to delay GPRS and say that its performance was disappointing and not up to its promises. They did this many, many months ago. I wonder if Ala is a major supplier to F. Telecom?

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