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


To: foundation who wrote (27447)10/3/2002 8:57:47 PM
From: foundation  Read Replies (3) | Respond to of 196470
 
re: NOK and 3G infrastructure ---

==========

<snip> from SSB's 3Q02 Preview

Nokia announced on September 26th that it would be able to recognize roughly E500 million worth of 3G infrastructure in 3Q02. Although this eliminates concerns for the top line in 3Q02, we believe the company will have difficultly recognizing the other E400-500 million in 3G revenues it estimated for 4Q02 due these revenues including dual-mode infrastructure, which is likely to fail the technical feasibility study.



To: foundation who wrote (27447)10/4/2002 8:23:50 AM
From: TShirtPrinter  Read Replies (5) | Respond to of 196470
 
Greetings Ben,

This is a very interesting quote form Flextronics;

Another fairly significant incremental disclosure was that it is currently developing a low-end CDMA phone in conjunction with Qualcomm, which no longer offers mobile phones, to our knowledge.

Not much discussion, but does this imply to anyone else QCOM may be entering the handset business w/ contract makers? I'm thinking another jump start the market move here with low end high volume handsets. Maybe India?

Could be they are just making sure it gets made @ the right price point. Very interesting.

Tony