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Technology Stocks : Nokia (NOK)
NOK 6.375+2.5%3:59 PM EST

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To: Ruffian who wrote (5394)6/9/2000 7:52:00 PM
From: Gus  Read Replies (3) of 34857
 
That's one of the weakest set of arguments I've ever read. Why are you pimping that kind of crap on the Nokia board? Notice how the author blissfully contradicts himself when he adamantly declares that "WIDER IS NOT BETTER for bandwidth use" then proceeds to confess that "I am not sufficiently techno-savvy to address the "wideband scalability" concerns of WCDMA vs. CDMA2000 (i.e. going from 5 Mhz to 10 Mhz)." ROFLMAO.

Why am I not surprised that somebody like you is impressed with those kind of specious arguments? LOL. Why don't you fetch us a logical argument from a Qualcomm fanatic who can address the following facts:

1) A CDMAOne network is 2-3x more expensive than a comparable TDMA/GSM network, with TDMA/GSM costs going down faster than CDMAOne costs.

2) A CDMAOne handset is more expensive than a comparable TDMA/GSM handset, with TDMA/GSM handset costs going down faster than CDMAOne handset costs.

3) Component shortages will crunch the niche standard harder than it will affect the de facto global standard and its de facto global upgrade path. Remember, the average wireless handset has around 500 components so an untimely shortage in the display or the display IC or the flash memory or any other key component can put the assembly line to a screeching halt, tie up working capital in unplanned work-in-progress inventory and totally screw up the seasonal marketing campaigns of its customers.

4) Only partly due to the fact that semiconductor factories are operating at around 99% of capacity with prices at 5-year highs, TDMA/GSM operators around the world are smartly organizing themselves into potent buying groups -- GPRS, EDGE, WCDMA (in phases) -- to drive the capacity expansion of their component suppliers, concentrate the R&D and maximize the economies of scale. As a result of that industry focus, every year improves the evolutionary options for carriers who still rely on wireless voice to generate up to 90% of its revenues.

5) Fact simple: QCOM does NOT have TDMA IPRs. And we all know what that means in the WCDMA-only and GSM/WCDMA chip business.

Good luck in that quixotic search for the rational Qualcomm fanatic who can address those real-world issues without regurgitating partially-undigested QCOM hype. LOL.

Have a good weekend.

P.S. As an aside, try not to put your fragmented thoughts in complete sentences. And...... do something about the lame wit of yours, you hapless twit.<gggg>
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