Nokia (NOK) Message Board

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 : Nokia (NOK)

NOK 6.910

-0.9%

Nov 11 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tero kuittinen who wrote (2625)	11/3/1999 11:30:00 AM
From: slacker711	Read Replies (1) of 34857

The most likely explanation is that Nokia and Motorola are taking market share as fast as they can ramp up production. You can argue that they are not doing so well - but the numbers don't back you up. I'll try one more time....Let's just focus on the second half of the year. Qualcomm will ship close to 30m chips during the second half of the year. Exactly how many CDMA phones do you think are being sold??? I'll make a little table.... Q's ASIC's Market Share 2nd half Run-rate 30m 90% 33.33m 66.67m 30m 80% 37.50m 75m 30m 70% 42.86m 85.71m 30m 60% 50.00m 100m 30m 50% 60.00m 120m I am curious which of the above numbers you subscribe too....Maybe you are right that QCOM's ASIC share has fallen but that means that the overall percentage of phones sold which are CDMA has already surpassed your target of 20% market share in 2003. Personally, I think that you are way off base on this one. I can understand most of your viewpoints (disagree but understand)....However if you think that there has been a MOT/NOK explosion in CDMA you are off-base. You are going to have to show me some unit numbers which back up your assertions. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next