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

To: waitwatchwander who wrote (38977)	1/27/2004 10:04:10 AM
From: Jim Mullens	Respond to of 197204

Northforce Re: GSMA PR- at least it provided some useful stats. From the Conway’s tone, it appears that from the GSMA perspective the “holy wars” between GSM and CDMA are not over yet. One wonders why the formidable GSMA (80% market share) has to ‘hard-sell” their product to such an extent against the rather insignificant competition, CDMA (16%). Couldn’t be that they’re running scared, could it? Couldn’t be that their future is CDMA based and is to be hidden from all for as long as possible by renaming it 3GSM, could it? I did notice a typo towards the end, and no doubt the author / editor will be canned. “3GSM (W-CDMA)” Other Snips>>>> - perhaps a more correct read would be “WCDMA (3GSM)” “....solid foundations are in place for the successful migration to 3GSM. 25 operators were already delivering 3GSM dual-mode handsets capable of delivering seamless inter-operability between GSM and 3GSM will provide the catalyst for the launch of at least another 40 3GSM services in the year ahead," concludes Conway. “

To: waitwatchwander who wrote (38977)	1/27/2004 6:47:58 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 197204

>>isn't the impact of no debt already reflected in an EPS that excludes debt costs<< Actually, the debt service costs are only a MINOR part of the impact of debt. The really important part of debt is that it leverages earnings, such that in a period of poor earnings, the impact of debt service becomes ever greater, and the ability of the company to draw on the credit markets is reduced. A leveraged stock (i.e., with a lot of debt hanging over it) creates greater risks for shareholders than an unleveraged stock. Art