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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 182.40+3.5%Jan 6 3:59 PM EST

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To: w molloy who wrote (56249)12/23/1999 8:53:00 AM
From: Randall Knight  Read Replies (2) of 152472
 
>> And unless Nokia and Europe does get their act together, they are going to have some major problems joining the 21st century.

Give me a break. They European cellular business is already there.


O.K. I'm done reading your touting how advanced Europe's cell phones are. Today QCOM announced a successful demonstration of an over-the-air call using their CSM5000/MSM5000 1x solution achieving forward and reverse data rates of 156.6k Joining the 21st century means being able to match that. We're not talking about buying pop here. We're talking about a wireless revolution.

As for Nokia building their own CDMA chips, they might be successful at it, but when? By the time they match QCOM's MSM31000 chip, QCOM will be on MSM8000. Nokia will have no choice but to buy QCOM chips.

Nokia has a huge market of GSM phones from which to derive revenues. The problem is, when that market begins to fade, and in MHO it is getting to that point fast, it is going to disappear faster than buggies did when automobiles became affordable.

About Eurobashing. I love Europe. I probably will go to France this summer to look for real estate. But I don't think anyone who has worked in industry sees Europe as the hotbed of innovation and efficiency (let alone Finland, for Pete's sake). Japan revolutionized the American auto industry, and the electronics industry. They are doing the same to wireless.
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