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

To: slacker711 who wrote (19506)	2/24/2002 5:36:21 PM
From: Dexter Lives On	Read Replies (1) \| Respond to of 196486

There is no capacity crisis - only an equilibrium price point on a supply-demand curve and the marginal cost of producing the next unit. I say price is coming down faster than cost. Invested new money in voice/data combined networks is staring right in the face of the law of diminishing returns. You say they're making money - the capital markets (and myself :^>) are saying they are losing money and its only going to get worse, much worse. We'll see. Rob

To: slacker711 who wrote (19506)	2/25/2002 12:43:22 AM
From: slacker711	Read Replies (4) \| Respond to of 196486

Hmmm....I have generally written Ericsson off as a possible W-CDMA chipset customer. This is great news...even if the handset was only a prototype. research.soundview.com However, we received more positive news than we expected from Ericsson. The company’s CEO, Kurt Hellstrom, reiterated company guidance for the year, and suggested that the worst might be behind for infrastructure suppliers, as operators will need to at least continue with current levels of spending to service at acceptable levels. Those operators have spent the last year boosting EBITDA and are largely in a better position to spend than they were a year ago. Also, we were able to use actual 3G terminals at both the Alcatel and Ericsson booths (Ericsson was using the Qualcomm W-CDMA chipset!), and both were running over commercial W-CDMA networks. This should help prove to skeptics that the technology does work. Later in the same report.... Ericsson – Sony Ericsson showed no new phones, but we hear that the company was showing key customers its new line of phones and will formally launch the products at Cebit. I assume that this means that the handset that was being used for the W-CDMA demo was Q's prototype handset. This may not mean that they are going to use a MSM chipset for their commercial handset....but it does open all kinds of doors. Slacker