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

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: D.J.Smyth who wrote (13103)	6/24/2000 10:40:00 AM
From: Valueman	Read Replies (3) of 13582

Darrell: Now Nokia itself has shot down your arguments. You said previously that these phones produced by Telson would use Nokia ASICs. The phones Telson is to make for the Korean market will use Qualcomm chipsets, said Nokia spokeswoman Megan Matthews. Don't you find any problems with the rest of the Nokia IR spew? Ok--phones are for the Korea market and will be available Q1 2001. Yet, you pass on IR's reasoning--The reasons they give is (a) that NOK and Tolson haven't had enough time to develop their own specs in relationship to utilizing NOK's own chipset. That is 6 to 9 months. QCOM has stated previously they can get a brand new manufacturer into phone production in 6 months(lately it has been closer to 3 months). With this much time, don't you think Telson could incorporate a Nokia chipset? If no, why not? What's the holdup? From the start of sampling of a QCOM ASIC, vendors have historically been selling commercial phones in 7 months. Isn't this a bit of an odd statement for Nokia? What about the second statement--(b) demand for NOK's CDMA phones remain strong relative to other manufacturers to fill the demand in Korea. They've never been a factor in Korea. How does demand remain strong for Nokia in Korea??? There are plenty of unsold 6185's ready for them. Why do they need to build a QCOM-ASIC filled phone? Nokia makes CDMA phones right now. If demand for Nokia is strong in Korea, why aren't more phones sold there? Now, on to their superior ASIC and resulting CDMA phones. The 6185 is available at PrimeCo. That is the only US provider I see that offers the 6185 with any backing. That will soon stop as well as PrimeCo is incorporated into Verizon which does not allow the 6185 to be used for its one rate service. Why is that? It is tri-mode. Yet, it is not allowed. You can use a Star-Tac or the Audivox for now. Sprint has a few 6185's out, but a very few. You can get the web browser now, yet the phone is still a pariah. No sign of it at BAM or Airtouch. Why is that?

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