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Technology Stocks : Nokia (NOK)
NOK 6.610+0.3%Dec 26 3:59 PM EST
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To: Raymond who wrote (5406)6/10/2000 10:41:00 AM
From: Kent Rattey  Read Replies (1) of 34857
 
<The asics is the core of the mobile.I don't think that any of the big mobile vendors will use any external suppliers for the asics.Then they are to dependent of another company.>

This was the exact argument used in the early 70's, in relation to the PC industry, when a little dogpoop company tried the chip biz. Needless to say, the argument couldn't have been more mis-guided, and INTC is now one of the generals of the NASDAQ.

Secondly, QCOM now controls roughly 90% of the CDMA chip market and they no longer manufacture handsets. The market is obviously there, and as NOK repeatedly has proven, CDMA ASICs are not the handset manufacturers core competency.
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