Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 169.27

-4.8%

Jan 12 3:59 PM EST

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To: r.edwards who wrote (56450)	12/23/1999 3:14:00 PM
From: marginmike	Read Replies (5) of 152472

My Opinion(if it matters0 1)NOK wanted a deal that reduced royalties, IRWIN stood firm(as he always does). I would have prefered inroad into Europe and Nok Chip deal, but I trust IJ. It is not IDEAL, and certain questions about Europe and 3G will get more Noisey in weeks to come 2)Nok in my opinion will not buy Q Chips. Unless they are absolutly laughed out of market in short term they will not rely future on Q. In the long term to survive they need in house chips. This to me is the BIG drawback here. I know many here think Nok will buy chips but dont count on it 3)I do not think Europe will see CDMA for at least 3-5 years. There are to few who would benifit as European manufacturers. This is also a draw back 4)On a positive note it looks like by going with KYO they are gaining a foothold in the CDMA Device market(as opposed to just phones). They also get HDR of the ground, and have a partner who will build and grow with Q. I would rather have a partner who wants to grow together, then one who wants to beat you to death and take all your money(NOK ERICY). 4)IF(a big If)China goes CDMA Europe will have balkanized itself once again. They will NEVER give in, and will cut its nose to spite its face. In the long term QCOM will succeed without Europe. The best case scenario is that VOD converts its system to WCDMA. In the worst Q will get Royalty on expencive dual mode phones 5)The fact is getting the Number 1 Phone maker to sign on would have been a huge coup. It was alot to ask for. I am not thrilled nor am I unhappy with the deal as it stands. So Be it. The fact that todays low volume selloff is a strong indication that the market has mixed fealings about this deal.

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