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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (13842)	5/3/2004 7:48:46 AM
From: Cooters	Read Replies (1) \| Respond to of 14638

Eric, I spent the weekend reviewing Nortel's wireless biz, and came across an area I suspect you'll be able to clarify. Looking back over Nortel's UMTS contract wins, which are very impressive IMO, it seems little or no revenue from these networks has yet been recognized. I gather this both from the actual numbers and from Nortel's comments. I know new networks have different rules for revenue recognition, but I find barely a reference to this area, no deferred means of accounting for them. Is Nortel a similar situation to QCOM today, in the sense QCOM is being valued on a growing CDMA2000 market while a much larger WCDMA market has yet to be priced in? TIA, Cooters