Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

+0.6%

Nov 19 3:59 PM EST

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To: Gregg Powers who wrote (19563)	12/11/1998 12:59:00 PM
From: Greg B.	Read Replies (3) of 152472

Gregg, Good point about the vendor financing. But as you say about spin, vendor financing only goes so far. Let's take your argument about NTT DoCoMo. If a TDMA-based 3G proposal is only approved by the ITU, then for competitive reasons, NTT DoCoMo may have no choice but go with IS-95. The same argument could apply for the GSM operators in the U.S. My (updated) read on the situation is that the NA GSM Alliance will push for CDMA carriers to be equally impaired, but if all else fails, will not want to be forced to use a "more costly" standard that would impair them in a competitive environment (funny how this strategy is also consistent with their endorsing the multiple standards approach). I doubt that the GSM carriers would "return the favor" and stay loyal to Ericsson and risk subscriber defections in a competitive market. Nortel, LU, MOT, QC could get just as aggressive with vendor financing terms if it came down to it; and then it would become a matter of sorting through the legally-allowed contractual obligations. Thank goodness for competition. Best regards, Greg B.

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