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Technology Stocks : Nokia (NOK)
NOK 6.980+1.0%12:03 PM EST
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To: tero kuittinen who wrote (2622)11/3/1999 10:26:00 AM
From: slacker711  Read Replies (2) of 34857
 

Yes I can honestly say that Qualcomm does supply "the world's leading CDMA handset and infrastructure manufacturers". The leading CDMA handset manufacturer is Samsung. The leading infrastructure suppliers are Lucent and Nortel. They also supply some (admittedly small) amount of ASIC's to Motorola.

Are you trying to imply, in any way, that Nokia should be included in the statement "the world's leading CDMA handset and infrastructure manufacturers"?

Sorry but not yet....I'd like them to be, but thus far they havent really shown the committment. Take a look at Samsung's latest CDMA handsets if you want to see the latest CDMA offerings. The outshine either the Startac or 6185. These are phones I can currently buy at PCS.

Now, as to the ASIC market share.....QCOM has shipped 9m, 11m, and 14m ASIC's in the last 3 quarters. They expect something along the lines of another 15m this quarter. This totals to almost 50m chips....exactly how many CDMA phones do you expect to be sold during '99?

What approximate market share for CMDA chips do you think Qualcomm has? Remember the lower the share for Qualcomm, the larger the total CDMA market....I honestly dont really know, but if Qualcomm has fallen to say 70% of the ASIC market then the total CDMA market has gotten much bigger than I expected (70m). Would love to hear your estimates....

Slacker
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