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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 163.32

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Nov 21 9:30 AM EST

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To: carranza2 who wrote (13020)	6/23/2000 12:47:00 PM
From: Randall Knight	Read Replies (1) of 13582

The point that has everyone confused (OK, perhaps just me) is why would NOK have a middleman? Seems odd, particularly in a biz in which margins are critically important. Not really. If Nokia were to buy ASICs directly, either from QCOM or any other manufacturer, it would be a public admission that their ASIC development is sub par and that they are not quite the experts in CDMA that they claim to be. One speculative answer may be that negotiations with Q failed, and NOK had to do something to maintain its feet in the CDMA world. I don't think so. The issues of 1x ASICs and 3G licensing are two different things. This is all consistent with Nokia signing a 3G licensing agreement (which WILL happen sooner or later). What Nokia is doing is trying to save their position as a supplier to the CDMA market without losing face. I believe that it is a major victory for QCOM. Next what we need is Nokia to sign the dang 3G license and start pushing HDR.

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