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Technology Stocks : Nokia (NOK)
NOK 6.665-1.0%Nov 17 3:59 PM EST
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To: tero kuittinen who wrote (5051)5/29/2000 10:49:00 AM
From: gdichaz  Read Replies (1) of 34857
 
Tero: Again it is a question of who is whistling past the graveyard to keep their "spirits" up. Since Qualcomm pulls in money whatever Korea "decides", this is hardly doomsday for Qualcomm. But if it goes the way of CDMA 2000 (and of course Korea is already moving to CDMA 2000 phase one with 1xMC and then HDR tags along), Nokia needs to get on the CDMA bandwagon sooner rather than later. And Nokia will pay Qualcomm if it goes the WCDMA way. It is win/win for the Q.

This will be most interesting to watch. And of course meanwhile CDMA in its various forms moves ahead in North America, South America, Australia, Japan and other parts of Asia, etc, etc. China is just frosting on a rapidly growing cake for Qualcomm.

Best.

Chaz
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