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Technology Stocks : Nokia (NOK)
NOK 6.270-1.4%Dec 12 9:30 AM EST
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To: tero kuittinen who wrote (4423)4/26/2000 4:47:00 PM
From: Wyätt Gwyön   of 34857
 
If this happens, Nokia's and Ericsson's investment in W-CDMA will suddenly look like money well spent. And the substantial cdma2000 investment Motorola, Lucent and Qualcomm have made will suddenly look like money flushed down the toilet.

If it were just money down the toilet for QCOM, I don't think it'd be so bad. Seriously: Wall Street forgives companies all kinds of boondoggles (viz. MOT and IRIDQ). The real problem is the huge opportunity cost to QCOM in gaining ascendancy in WCDMA. While they are now a big fish in a small pond, they run the risk of becoming a total piker in a big ocean. Will royalties save the day? More on that next week. I mean, next year...or two years from now...
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