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

To: grinder965 who wrote (9828)	4/15/2001 8:37:38 AM
From: Ramsey Su	Read Replies (1) \| Respond to of 196650

grinder965, still trying to catch up on the thread and read the following excellent post/link. Message 15589451 It appears that it is no longer a matter of IF but rather WHEN the European house of cards would fall. Nokia is Dead Man Walking. They have not been able to deliver a thing in anything beyond 2G. At one time in the recent past, they could have licensed from Q, buy some chipsets that work and try to grab some market share in the CDMA world. With all the competitors in place now, they may be a little late. As we all know, the biggest CDMA contracts are going to be from China and Nokia is not in the running for anything. You are probably correct that the EU carriers are forcing Nokia to put their money where their mouth is by providing vendor financing. This could be that last straw. Optimistically, this could be good news for Q as EU carriers start capitulating. If it does not work in EU, there would be no chance that BT, VOD or DT can succeed in their global wcdma plans, leaving NTT to go at it alone. Pessimistically, the scenario may be so ugly that it could take years to sort out the bankruptcies and consolidations of these telecom giants. Ramsey