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Technology Stocks : The New Qualcomm - a S&P500 company

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To: DaveMG who wrote (4079)	12/9/1999 11:10:00 PM
From: Valueman	Read Replies (2) of 13582

Dave: Nokia has fumbled badly in CDMA. The 21XX model was an abomination. The much ballyhooed 6185 is a dirty little secret. This poor performance comes even after Nokia came to QCOM for assistance. That says there is something fundamentally wrong with Nokia's CDMA program. They can't just ignore CDMA and ride a GSM train to nowhere. The Samsung 3500 is a huge hit for Sprint PCS, because it has great features, is small, and performs well with the Q ASIC within. CDMA is spreading all over North and South America, New Zealand, Australia, Korea, Japan, in a small way in other parts of Asia/India, with a +/- in China. Can they ignore this market? NO! The scant attention paid to it so far has hurt them in CDMA. How do they maintain their growth rate? By fumbling in the fastest growing force on the planet, or by leaping ahead? Did you note the enormous battery on the 6185? Would they not be able to innovate in their normal style if they could incorporate the MSM series? I think it would help them tremendously. I would not at all be astonished if such a deal happens.

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