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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.740.0%10:41 AM EST

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To: Ramsey Su who wrote ()6/26/2000 9:46:00 AM
From: quidditch  Read Replies (1) of 13582
 
NOK/Verizon/Sprint: the anomaly I thought implicit in the NOK/Telson release was finally touched on by engineer last night: The chips in the Telson/NOK phones are most likely MSM 3100s; the NOK PR on Friday said as much--second generation CDMA. Has to be, since NOK has no license for 1xMC, 1x/HDR or 3xMC.

Verizon and Sprint will soon be in commercial trials for 1xMC, with roll-out due between Q2 and Q3 next year; at some point in the not distant future, those carriers will be pushing the next gen CDMA phones enabled to 144Kbps. Given that Telson/NOK may get phones to market within two to four months, if then (probably the testing phase by Verizon/Sprint will be somewhat accelerated since there are no "unknown" NOK components), these NOK phones may have a very short shelf-life.

This is, indeed, an interim bandaid, no matter how you look at it: either NOK is able to develop its 1xMC chip this year (giggle) or NOK signs a 1xMC license. That is, if NOK wants to stay in the CDMA market.

Steve
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