Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Gregg Powers who wrote (19563)	12/11/1998 12:59:00 PM
From: Greg B.	Read Replies (3) \| Respond to of 152472

Gregg, Good point about the vendor financing. But as you say about spin, vendor financing only goes so far. Let's take your argument about NTT DoCoMo. If a TDMA-based 3G proposal is only approved by the ITU, then for competitive reasons, NTT DoCoMo may have no choice but go with IS-95. The same argument could apply for the GSM operators in the U.S. My (updated) read on the situation is that the NA GSM Alliance will push for CDMA carriers to be equally impaired, but if all else fails, will not want to be forced to use a "more costly" standard that would impair them in a competitive environment (funny how this strategy is also consistent with their endorsing the multiple standards approach). I doubt that the GSM carriers would "return the favor" and stay loyal to Ericsson and risk subscriber defections in a competitive market. Nortel, LU, MOT, QC could get just as aggressive with vendor financing terms if it came down to it; and then it would become a matter of sorting through the legally-allowed contractual obligations. Thank goodness for competition. Best regards, Greg B.