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Technology Stocks : Nokia (NOK)
NOK 6.730-0.7%Nov 14 9:30 AM EST
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To: NAGINDAS J.O.PATTNI who wrote (2574)10/24/1999 5:56:00 AM
From: Labrador  Read Replies (1) of 34857
 
>>from a sales point of view qcom is a niche supplier compared to nok,from a tech. point of view as nok have access to IDC asic ,qcom is obsolete.<<

But what about from a market perspective? One controls the technology, getting a royalty for each phone sold - protected turf if one wants to use the technology. The other sells a product, that any mfg can compete with, where pricing is competitive, one must stay at least a step ahead of the competition and with margins compressing each quarter.

Both a great companies, but are viewed differently in the marketplace.

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