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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 155.82-1.3%Jan 23 9:30 AM EST
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To: GO*QCOM who wrote (56242)12/23/1999 7:25:00 AM
From: Ruffian  Read Replies (1) of 152472
 
Good Insight>

This deal is brilliant
by: mr_unfriendly 12/22/1999 11:09 pm EST
Msg: 74447 of 74472

The crowds wanted a deal with Nokia. Would have made a great headline and a pop in price. However, the brilliance of this
deal relates to the relationship between Kyocera and DDI. Kyocera has the ability to get Japan's second major wireless
carrier to implement HDR and CDMA 2000 (the Q flavor of 3G). This will put unbelievable pressure on NTTDoCoMo to
push Nokia for 3G (which is currently the European flavored W-CDMA). At this point, Nokia either shits or gets off the
toilet. I suspect Nokia will be forced to provide DoCoMo with CDMA 2000, as W-CDMA is vaporware. QCOM chose
Kyocera because they can prime the pump thru DDI, whereas Nokia will take its merry old time getting around to some
flavor of 3G CDMA. The issue is fast adoption of HDR/CDMA 2000 rather than CDMA 2000 v W-CDMA. QCOM has
primed the pump in Korea with a recent investment - this deal does the same for Japan. US CDMA is still at the mercy of
PCS, BAM and VOD. This is where Nextwave enters the picture. Don't be surprised to see Q dollars going to make
Nextwave a HDR system. This then pushes the incumbent CDMA carriers and maybe also T. Fast adoption of HDR or
CDMA 2000 (and if necessary W-CDMA)is the KEY to everything. This is analagous to INTC having to push new apps to
justify hardware/chip upgrades.
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