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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 180.21

-1.2%

Jan 7 3:59 PM EST

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To: steve mamus who wrote (56164)	12/22/1999 10:04:00 PM
From: John Biddle	Read Replies (4) of 152472

NOK will be TOAST, and they should have figured that out. Are the folks from Sweden and Finland getting a touch arrogant?... I think you are going a bit too far here. I've excerpted a portion of a post from W. Molloy on the other thread to help make my point. NOK is BY FAR the largest handset vendor, and it is growing faster than everyone else except Siemens who grew from a tiny base (bet they can't do it again). They don't have the highest market cap in Europe for nothing. I've bet heavily on Q and have no money on NOK, but there is plenty of room for many to make money in this market, and statements like NOK is TOAST are just plain silly. My guess is that NOK is very hard at work on their own ASIC, because if they get it right they'll save a lot of money. They must also think that there are advantages to be had by being independent of Q. It may be harder to distinguish their phones from everyone else's if all use the same chip and SW. Q's goal will be to speed up the adoption of CDMA to make NOK recompute the relative value of entering the CDMA market late. '98 '98 '99 '99 98/99 Units share Units share % grow 1. Nokia 41 25% 81 31% 98% 2. Motorola 32 20% 42 16% 31% 3. Ericsson 23 14% 32 12% 39% 4. Panasonic 12 7% 17 7% 42% 5. Samsung 7 4% 13 5% 86% 6. Alcatel 7 4% 11 4% 57% 7. Siemens 4 2% 11 4% 175% 8. Qualcomm/Sony 6 4% 10 4% 67% 9. Other 31 19% 41 16% 32% Total 163 -- 258 -- 58% Source: IC Inights semibiznews.com Next Previous

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