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: foundation who wrote (11045)	5/29/2001 8:42:54 AM
From: elmatador	Respond to of 197248

The shift in the senate was to stop the anti-missile program. Second, isn't Bell Labs over-rated? Third the US needs foreign money. There is not much internal savings. The US needs a continuos inflow of capital. Just witness President Bush asking the Euro utilities to come to the US to participate in the new energy playing field. Hey, this is not the most rich and powerful economy in the world because it prints greenbacks. It is because it is the most open economy in the world. Look to the big picture. Just my two cents.

To: foundation who wrote (11045)	5/29/2001 10:18:59 AM
From: gdichaz	Read Replies (2) \| Respond to of 197248

Ben: Point well taken re: potential delay in ALA/LU finalization. My concern is that Qualcomm is very dependent on three areas for its overall success. These are infrastructure, handsets and operators. Re: Infrastructure: Lucent has worked closely with Qualcomm for years and the two companies have seemed to be at the forefront of developing and testing new infrastructure approaches for CDMA. My question is whether this close and productive relationship will continue under new management of a combined ALA/LU? It is not that the new company will throw out the arrangements already set with Verizon or UNICOM, but where will Qualcomm turn for similar close working relations on new initiatives? Also the idea that ALA will be mean CDMA in Europe seems to be wishful thinking, but it is possible that ALA could be useful in advancing CDMA elsewhere. Just worrying out loud. Appreciate all the comments. Best. Chaz Note: The Ericsson CDMA infrastructure experience is worth considering IMO. Ericsson took over a first class operation which seemed to have real potential. Yet the actual use of that asset has been spotty at best. The most interesting example will be in China where Ericsson has a major CDMA infrastructure opportunity. Let's see how Ericsson does with that.