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

QCOM 181.30

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2:18 PM EST

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To: DaveMG who wrote (7790)	3/21/2000 11:34:00 PM
From: slacker711	Read Replies (3) of 13582

I'm a Nokia shareholder too but releases like this make me nervous as a QCOM holder. How can you say NOK has ignored CDMA? Perhaps ignore is to strong a word....however they have hardly been in the forefront of CDMA innovation. Tero makes the argument that Nokia made a conscience choice to concentrate it's resources on GSM and W-CDMA.....I have no issue with this (it has obviously worked well). However when I see MOT and Nokia teaming up for 1XTREME, it certainly seems like Nokia is attempting to slow down the growth of 1xrtt and HDR. This doesnt make sense to me.....It seems to me that anything that helps grow the mobile internet will ultimately benefit Nokia. They are BY FAR the best when it comes to implementing all of these new technologies into handsets (still havent seen those Ericsson WAP handsets). Why havent we seen similair support for HDR? The current schedules of both companies show HDR being implemented at least a year before 1XTREME. It seems like the reason (at least possibly) could be that the relationship between Qualcomm and Nokia has become so poor as to make such an announcement untenable. When companies start making strategic decisions based on vendettas, I start to worry. As to the details of 1XTREME....it is obviously hard to make a judgement without a couple of more details. However, since this seems to be an addition to the existing IS-95 networks, it seems probable that Qualcomm would be owed royalties. Also the time frame involved....end of 2002, leaves the ball entirely in Qualcomm's court. If HDR works as advertised ($40 flat-rate data) then I think it will be hard for operators to ignore. I still wonder why there was no mention of this type of improvement for W-CDMA. The two standards seem close enough that I thought what would work for one, would work for the other. Honestly, I am probably more worried about DDI (and Korea) going W-CDMA, thus lessening Q's chipset sales. Slacker....who is still a chicken little (just worried that a different part of the sky is falling <g>).

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