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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: w molloy who wrote (3049)	12/16/1999 12:43:00 PM
From: Terrapin	Read Replies (1) of 34857

Would it be a fair assessment to say that the thread agrees that it is in Nokia's best interest to buy QCOM's handset R&D unit while leaving the manufacturing to someone else, possibly Kyocera (this being the scenario published in, what, the San Jose Mercury News?)? I am just trying to guage the thread's consensus opinion. It seems like a good deal to me. Of course, God is in the details and the particulars of what comes with the R&D folks are going to be vital to the market reaction IMO. Personally, I do not see why QCOM would let ANYBODY acquire the ASIC division or even a share in it. They might include purchase agreements and licensing agreements for QCOM technology. This would likely clear the way for Nokia to release handsets and infrastructure based on CDMA without having to worry about QCOM suing them all the time. Just a guess. Comments welcome. Terrapin

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