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Technology Stocks : The New Qualcomm - a S&P500 company

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Dec 26 9:30 AM EST

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To: engineer who wrote (4515)	12/23/1999 3:49:00 PM
From: RocketMan	Read Replies (3) of 13582

The ASICs themselves are not hard to do ... So it appears that Nokia has three choices: (1) Copy and mass produce, pay Q royalties (2) Buy from Q, pay Q the cost (3) Make them, pay Q royalties + continuing R&D costs Seems like (1) is do-able, but hard for them to compete with the Japanese, who have perfected this technique. (2) seems the most cost-effective, but Nokia may not like to be tied to Q as a supplier for the long term. (3) is the most costly, loses them lead time to market, but keeps their R&D current and appeals to their pride as the #1 vendor of cell phones. So my guess is they choose door #3, but in all cases Q wins.

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