Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 154.12

-3.3%

3:59 PM EST

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To: carranza2 who wrote (79818)	9/8/2000 4:27:32 PM
From: Ruffian	Read Replies (3) of 152472

As someone else who is losing money on NOK, I sympathise. As someone who regularly attends 3GPP and MWIF standards meetings and sees just how un-involved Nokia is, and as someone who just wrote about a dozen mobile IP related IPRs that are at least 6 months ahead of Nokia's latest white-paper (4/9/00, reviews options for MIP when other firms have already decided and started patenting developments in one field), I can tell that inside the technical community Nokia are viewed as having lost the plot because they have focussed too heavily on handsets. Handsets are a commodity nowadays, and will become more so now a level playing field is being created by UMTS; NOK had a time advantage on competitors in GSM handset technology, with lot so fotlhers playing catchup. But believe me those others have learned that lesson - they know that early entry equals market share in mobile and they are determined not to be left behind this time. Just look at how many vendors are building handsets for CDMA - 41, compared to about 8-10 for GSM. My reaction to that is they are going to have to compete on price next time around, because features are going to be pretty much alike, and brand name or no brand name that means tighter margins, lower profits, and probably a lot lower market share, given the fickle nature of handset choice. Suzie Email this Post Format for Printing

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