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.

Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (8574)	10/18/2000 3:18:23 PM
From: Dealer	Read Replies (2) \| Respond to of 65232

That's what I started to say!!! Thanks, dealie

To: Boplicity who wrote (8574)	10/18/2000 3:30:14 PM
From: Percival 917	Read Replies (1) \| Respond to of 65232

Afternoon Greg, Any ideas here as to what EXTR's earnings will be and the effect on it's stock? Looks like late in the day that a bit of a sell off is taking place. What say you??? Later, Joel

To: Boplicity who wrote (8574)	10/18/2000 3:37:57 PM
From: Sully-	Respond to of 65232

From: Ruffian on the Buy Range.... New York, Oct 18, 2000 (123Jump via COMTEX) -- : Qualcomm (NASDAQ:QCOM) Qualcomm recently sold off its established wireless infrastructure division and no longer supplies infrastructure in the traditional sense. However, Qualcomm still owns the patents on CDMA, which is integral for all of the 3G wireless protocols. Qualcomm has recently won court battles in Japan and Europe upholding its ownership of CDMA patents - even in the use of 3G protocols. As such, Qualcomm will be receiving substantial CDMA royalties on the vast amount of 3G equipment and 3G mobile phones that will be sold. Thus, Qualcomm will have very high revenue and operating income growth rates. Moreover, given Qualcomm's recent divestitures - which have turned the company into an intellectual property development house -Qualcomm will have excellent gross margins since intellectual property has extremely low Cost of Goods. Nokia (NYSE:NOK) Nokia's PEG ratio is at the higher end of the industry. However, it has a great deal of potential. Nokia is expected to have strong revenue growth, and has an excellent share of the current 2G and 2.5G market, second only to Ericsson. However, Nokia has suffered recent setbacks in its cellular phone division (which accounts for over 70% of its sales) and is expected to have poor 3Q results. Ericsson (NASDAQ:ERICY) Ericsson is clearly the king of mobile infrastructure. Ericsson has 2G networks in virtually every country around the world and is a supplier in 50% of total 2.5G worldwide contracts signed so far. In addition, Ericsson is predicted to have solid revenue and operating income growth. More importantly, the company is nearly a pure play in infrastructure, since its network segment accounts for over 70% of total sales. However, Ericsson was harder hit than most by the cellular phone sales slow down. Ericsson posted an abysmal -20% margin in 2Q results for its cellular phone division. Finally, Ericsson has one of the higher PEG ratios in the industry. Alcatel (NYSE:ALA) Alcatel has a high PEG ratio and unfavorable predicted operating income compared to the industry. More importantly, Alcatel's share of the 2G and 2.5G market is not nearly as strong as Ericsson or Nokia's; this will hurt Alcatel in its pursuit of 3G contracts. On the other hand, Alcatel has strong predicted revenues and currently holds a large share of the mobile infrastructure market (<15%). Nortel (NYSE:NT) While Nortel may have an extremely strong position in routers and land-based networking, it is still relatively new to the wireless infrastructure sector. Nortel lacks the established customer base that Ericsson, Nokia and Motorola have, and it lags behind these companies in 2G and 2.5G market share. Finally, Nortel has a very high PEG ratio indicating that it is overvalued compared to the rest of the wireless infrastructure industry. On the positive side, Nortel's wireless division is growing quite quickly and its predicted revenue and operating income growth rates are approximately 30% and 35% respectively - among the highest in the industry. CONTACT: For more information, contact 123Jump.com, Inc. 212-968-8700 Send email to: info@123jump.com Or, visit 123Jump at: 123jump.com All Rights Reserved. (c) Copyright: 2000 123jump.com, Inc. From RB Thread.......... Message 14610087 Ö¿Ö