SI
SI
discoversearch

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 : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: techreports who wrote (47645)10/7/2001 9:59:12 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
techreports,

I can only think of two reasons that Qualcomm would want to offer 150% financing -- to get business sooner than later or to get an operator to switch to CDMA that otherwise wouldn't. I don't think the former reason is good enough for Qualcomm to justify it and I don't think 150% financing is a good enough reason to motivate a customer to switch.

Just look at the multiple Qualcomm gets compared to the other wireless companies.

What other wireless companies should Qualcomm be compared to and why? The reason I ask is because I can't think of one.

--Mike Buckley



To: techreports who wrote (47645)10/8/2001 9:27:15 AM
From: carranza2  Read Replies (1) | Respond to of 54805
 
Read the latest 20-F filed by Nokia for information concerning Nokia's network financing. It's available at Nokia's web site.

Nokia intends to finance 3G networks and has made substantial committments in that direction. Read the reasons why Nokia must finance 3G networks. It really has little choice in the matter.

Except possibly as an incentive to switch a substantial TDMA carrier to Q3G, there is probably no good business reason why Q should finance networks.