Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: qdog who wrote (41399)	9/16/1999 11:32:00 AM
From: Mika Kukkanen	Read Replies (1) \| Respond to of 152472

qdog: A few comments of my own (as posted on Ericy Yahoo!). Lucent, the sleeping giant of old, has certainly awoken of late. They are finally delivering viable solutions, something neglected from very early on when the first 2G systems were deployed. Nortel, I believe, still have some problems even if you count the recent orders you mentioned. Derive what you will from the AT&T and BT agreement, but they will have much more clout than a Vodafone-BAM deal, just because of their near incumbent status. The deal mentions collective sourcing and dual-mode phones are very much on the way by the top three mobile phone vendors. The GPRS market will heat up in the next 6 to 9 months and yes Lucent will be there. However, I heard from a good source that vendor selection for GPRS is based on the preferred supplier for 3G systems. They make tend to make the 3G decision first then backtrack the evolution path. Now if this is true, please note Ericsson is currently leading the GPRS contract race. Succinct enough I think.