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Technology Stocks : Nokia (NOK)

NOK 7.030

+1.7%

Nov 12 3:59 PM EST

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To: tero kuittinen who wrote (2616)	11/3/1999 10:04:00 AM
From: slacker711	Read Replies (1) of 34857

Planet earth calling Brian - the chipset sales growth to "the world's leading CDMA handset and infrastructure manufacturers" was 29%. That's stellar sales growth.... if you're making trucks. However, CDMA phone market grew by over 100%. So who do you think is grabbing that growth? Non-brands like Sanyo that are Qualcomm chipset customers? Or Nokia and Motorola who make their own chipsets? Take a look at that 29% figure and tell me what you think. Well....Again it always depends on what you look at. Do you concentrate on the 27% QoQ unit growth in ASIC's, or the 65% earnings YoY earnings growth in ASIC's? Not surprised that you didnt....Your emphasis on the handset division only matters if Qualcomm doesnt sell the division. Are you going on record that noone will buy the division? Dont get me wrong....the quarter wasnt perfect. However the fundamentals still seem to be intact (One of the key numbers was a sequential increase in ASIC's during the Christmas quarter which should be traditionally slow). Now the question is what will the market pay for the type of margins and earnings growth that Qualcomm will have..... Slacker

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