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

To: Ramsey Su who wrote (25995)	8/24/2002 3:54:25 PM
From: scratchmyback	Read Replies (1) \| Respond to of 196713

I remember Portugal as being one of the most aggressive 3G countries in terms of time frame. Ramsey Su, you are right. Portugal and Spain had the most ambitious time frames, I think deadline in Spain was originally August 2001 while Portugal had January 2002. It would be nice to know what kind of sanctions the network vendors are facing, there were rumours that especially Nortel was willing to accept hefty sanctions if the networks were delayed. Not surprisingly, Nortel is a vendor in almost all networks over there: Portugal Oniway Nortel, Siemens Optimus Ericsson, Nortel TMN Alcatel, Ericsson, Siemens Vodafone Nortel Spain Amena Ericsson, Siemens Telefonica Ericsson, Nortel (Motorola, Nokia kicked out) Vodafone Nortel Xfera Ericsson, Nortel So, what do we have here? Nortel is in 6 out 8 deals and Ericsson in 5 out of 8. Three Siemens, one Alcatel and no Nokia at all. All these vendors are expected to book revenues and maybe even profits from 3G in H2/2002, what if e.g. Nortel is forced to book sizeable costs related to 3G delay sanctions?