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Technology Stocks : Nokia (NOK)
NOK 6.230+0.8%Dec 10 3:59 PM EST
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To: tero kuittinen who wrote (4601)5/7/2000 10:08:00 AM
From: Wyätt Gwyön  Read Replies (1) of 34857
 
For one thing, Nokia never gives a monopoly position to a single component manufacturer.

OTOH, dealing with a lot of vendors can be kind of hectic and inefficient. Don't you think consolidation among component suppliers is sort of inevitable? Economies of scale and all that. Some component makers, like RFMD, have seen pretty spectacular rises in their share price in the past year.

As for the perennial issue of NOK's inevitable-yet-not-yet-forthcoming-but-yagottabelieve-surely-someday-forthcoming "capitulation" to use QCOM as an ASIC supplier, do you know if there are any technology-related issues that are an impediment? In particular, I'm wondering about this statement in post #4447 from Mr. Fun:

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.
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