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Technology Stocks : Nokia (NOK)
NOK 6.020-9.3%2:37 PM EST
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To: Wyätt Gwyön who wrote (5881)6/28/2000 5:15:00 PM
From: Gus  Read Replies (1) of 34857
 
Ouch. The near saturation (50% to 55%) of the single largest CDMAOne market does matter after all. The removal of handset subsidies amounting to $175-$200 per handset does affect the handset replacement market. Some people are beginning to realize that previous attempts to ban handset subsidies during the last 2 years occurred at much lower levels of wireless penetration.

This one looks like a double whammy that's going to hit royalties and chip sales during the peak selling season unless QCOM can figure out how to make "offsetting factors" work in its favor. All these while the South Koreans are making the CDMA2000 and WCDMA camps compete with lower royalty rates.

Ouch, I say again.
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