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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (5958)	1/6/2001 2:54:55 PM
From: Eric L	Read Replies (1) \| Respond to of 196767

L., << We have heard something from NOK and other hopeful W-CDMA suppliers that these suppliers enter into customer number guarantees with the SP as a condition of the contract to supply their equipment. >> I don't think we heard that from "NOK and other hopeful W-CDMA suppliers". We may have heard it from a PHD candidate from Finland. Here is a relatively recent clip about "vendor financing" exposure. "According to one set of estimated figures circulating in the industry, Cisco's books are said to carry US$2.5 billion of vendor finance; Nortel is thought to have around US$3 billion outstanding; Alcatel US$2.5 billion, and Ericsson and Nokia around US$1 billion. The U.S. firms seem, if the figures are reliable, to have more vendor financing chalked up, with Lucent running at around US$8 billion and Motorola owed US$4 billion." totaltele.com Some of the same players are just as heavily exposed (comparatively) now as they were back in 1995 when PrimeCo and WirelessCo (Sprint PCS) made vendor financing based "technology decisions" for cdmaOne instead of GSM, after the worlds first spectrum auctions for wireless mobile telephony. Ericsson and Nokia kept their liability in check back then. - Eric -

To: limtex who wrote (5958)	1/6/2001 3:20:40 PM
From: Ponderosa	Read Replies (1) \| Respond to of 196767

OK, fair enough... sure the consequences would be dire but just curious to know why poor consumer acceptance is even thought to be a possibility. For me, that would be like people in the 1930s deciding that air travel had no future and that they'd rather stick with the steam train... unimaginable! Cheers...

To: limtex who wrote (5958)	1/6/2001 3:39:50 PM
From: Eric L	Read Replies (2) \| Respond to of 196767

L., << Sorry to go on about subscriber guarantees but I'm pretty sure that we had some discussion about this regarding Korea only a couple of weeks ago. >> We have discussions about all sorts of things. In the course of these discussions, this often becomes that. I'm not too into heresay. Do you have an in print source from a carrier or attributed to a carrier that you can cite? You stated: "We have heard something from NOK and other hopeful W-CDMA suppliers that these suppliers enter into customer number guarantees with the SP as a condition of the contract to supply their equipment." It is entirely possible that "NOK and other hopeful W-CDMA suppliers" have specifically commented on this. I have not seen such comments. If they do exist, I would like to see one I do not yet seen one. I have seen several articles about vendor financing. I read Tero's article "Vendor Financing: Worse Than You Think" which makes one mention of subscriber guarantees. It does NOT attribute this comment to Nokia or any other vendor. I just reread my clip of it. Sorry I do not have the link handy. - Eric -