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: Jacob Snyder who wrote (95920)	3/19/2001 8:57:24 PM
From: GO*QCOM	Respond to of 152472

The same question faced the pre internet build out which is still going on and will indefinatly.The Asian countries will lead the charge for 3G CDMA build out as they want an internet connection.The Euros will follow or be left in the dark ages.

To: Jacob Snyder who wrote (95920)	3/19/2001 9:03:58 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Jacob: But the build out of CDMA in China is on a different kind of "borrowed money" - government money. And in Japan and Korea - and North America, and South America, and Australia, and on and on ... it is in current spectrum - low cost. Most of the nonsense is as if Europe were the world. It is not. The borrowing problem is a European problem where there is zero, repeat zero, CDMA now. Downside for the Q, zero, no? The only impact on Qualcomm from Europe's problems is delay in winning - but win Qualcomm will. (And in Europe, as elsewhere, 1xEV for data is available even with GSM/GPRS alongside) Best. Chaz

To: Jacob Snyder who wrote (95920)	3/20/2001 8:14:28 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Who is going to pay? An extremely legit question? Most of the telecom buildouts are payed for through vendor financing from companies like Lucent, Nortel, Motorola, Ericsson, & Nokia. Lucent has completed the sale of several key pieces of business - giving themselves access to $10 billion in cash. They are in great shape for buildouts in the US and China. We have seen an avalanche of hgih yield offerings in telecom this year. The days of the IPO are being replaced with high yield offerings. Personally, I think this is great since it eliminates further dilution to shareholders and gives investors a more choices within a less risky investment group than stock. All of the 3G contracts for WCDMA that have been awarded to date have been snatched up by Nortel, Ericsson, and Nortel. They have griped about the price tag although it doesn't seem to make them eager to exit the business of making equipment. The stakes hav e gotten very high due to the extraordinary size and scope of the 3G rollout around the world.