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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.12-1.8%3:59 PM EST
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To: 100cfm who wrote (6497)2/14/2000 11:15:00 PM
From: nbfm  Read Replies (1) of 13582
 
"The above statement makes me wonder whether Nokia's bumbling attempts at producing a cdma phone are intentional rather then due to incompetence. Why would they want to proliferate the very thing that will soon render them an also ran. Same with Ericy, should it have really taken them almost 18 months to come out with a CDMA phone??"

Adding to this comment, one of the factors which has been slowing CDMA growth is reportedly component shortages. I note that NOK has specifically stated that it has not been placed on allocation by its suppliers while q [when it manufactured], MOT and others have been placed on allocation. Is is possible that some of the "short components" are usable in GSM phones? By, in essence, diverting the components (or, heck even buying up the supply of these components and burying them), NOK is able to slow the availability of CDMA phones (which it reportedly cant make very well) while it (a) tries to perfect a CDMA chip and/or (b) awaits a "breakthrough" on EDGE or wcdma [NOK has never acknowledged that q has essentialIPR's to WCDMA],or anything else which would aid GSM last several more years.

Am I being paranoid? As Mq pointed out, even one more year of a legacy system means billions to its supporters.

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