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Technology Stocks : Nokia (NOK)

NOK 6.150

-1.7%

Dec 4 3:59 PM EST

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To: Mr.Fun who wrote (4446)	4/27/2000 5:18:00 PM
From: carranza2	Read Replies (2) of 34857

6. Nokia will not buy chips from Qualcomm. Nokia derives extraordinary economies from running all of its phones from the TI DSP. To add Qualcomm as a vendor would necessitate porting software and sourcing different periferal chips, negating the enormous advantage Nokia enjoys in sourcing costs and flexible manufacturing. The fact that US analysts like to ask if Nokia will by Qualcomm chipsets is more indicative of their hopes that Q can extend its chipset market share, rather than of concern that this is in anyway threatening to Nokia's performance. BTW this question was not asked on today's conference call. 7. I suspect that Nokia's new CDMA models due in the second half will lay all of this speculation to bed. In any case, I think Nokia investors feel pretty confident, given the fact that it increased handset sales 88% YoY. It seems to me that Nokia has unsuccesfully spent a lot of cash on CDMA R & D which could have been put to better use making, selling and profiting from the sale of CDMA handsets. Are the economies really what you think they are? What about the opportunity costs?

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