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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

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Nov 14 3:59 PM EST

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To: DaveMG who wrote (22032)	1/27/1999 3:00:00 PM
From: Gregg Powers	Read Replies (2) of 152472

DaveMG: Think about it this way...IS-136 provides twice the capacity of analog but less than one-third the capacity of a IS-95 (CDMA) network. Since Tritel has already deployed IS-136, given the alternative of adding analog capacity or expanding its IS-136 system, it's clearly economic for the company to direct dollars to IS-136. Many details are absent form the press release. How much of the $300mm if for infrastructure versus services, towers, network planning and so forth? Over what duration is the contract? What upgrade requirements has Ericsson committed to? What kind of vendor financing did Ericsson provide? The deal could be $300mm, cash on the barrel, for infrastructure delivered tomorrow, with no upgrade path OR it could be $300mm, with deployment over five years, no money down, no interest and no payments due for two years, with a free and/or discounted upgrade to whatever 3G system AT&T migrates to over time. The details of these deals are never as simple as the bold lettering on the press release. Best regards, Gregg

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