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 : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (2405)	12/11/1998 6:13:00 PM
From: JGoren	Read Replies (2) \| Respond to of 5390

I don't know enough about how Nokia manufactures? Do they do private label? With respect to Qualcomm, we know they are capacity constrained. If one really wanted to be accurate, calculations would have to be made for "returns" on all the manufacturers. My understanding, for example, is that there have been a lot of returns on Nokia phones due to problems. There has been information posted on quality problems with respect to Ericy phones, and of course, Qualcomm has had some problems, too. I doubt the companies release accurate figures on returns. And, some of those returns, I would think, don't go back to the manufacturer, the end user merely exchanges for another firm's handset. I guess all that gets rather complicated. Many industries calculated sales on the basis of shipments rather than net units. Either way the figures are not technically accurate. I think Qualcomm's position is somewhat different in that the QPE joint venture is making essentially the same phones and simply putting one of two labels on them, so it is not the same as "private label" is understood to be. I frankly don't recall the number of phones Dataquest attributed to Qcom, so I can't say how valid Qcom's position is.