Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 147.19

-3.6%

Feb 3 3:59 PM EST

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To: S100 who wrote (84292)	10/20/2000 7:38:48 PM
From: Ruffian	Read Replies (3) of 152472

Good for QCOM - w/o doubt by: The_Rich_Janitor 10/20/00 5:52 pm Msg: 288141 of 288173 This is why NOK started using design houses in Korea: A) NOK could not directly admit failure and announce a supply agreement with QCOM B) So they did what MOT did and hired Korean ODMs to design NOK phones based on QCOM chipsets. This way, Nokia doesn't not buy directly from QCOM. C) Neither Verizon or SPRINT will purchase NOK phones WITHOUT a QCOM baseband. They won't spend the large amount of time and resources testing a NOK phone based on NOK chipsets. Sprint lost 100,000 subscribers because of NOK's inadequate phones. Now, on the other hand. Having NOK phones on our networks is a definite positive. Consumers like NOK and NOK phones on CDMA networks will mean CDMA subscriber growth. Once again, this article shows how very little Ed Snyder knows about the wireless (3G and CDMA market). It amazes me that he gets paid to be wrong so much. Re: Now after Snyder said by: The_Rich_Janitor 10/20/00 6:08 pm Msg: 288150 of 288175 lol @ ykhalon Yep, he said NOK will not have a deal that uses QCOM chips. 3 weekes later, NOK announces a deal with Telson using QCOM chips. QCOM is a sell at 65, MOT is a buy at $40 with an equivalent EPS to QCOM, but lower growth rate. Today, Q is at 75 and MOT is at 23. China will never go CDMA Japan's DDI will not go CDMA Korea's SKTelecom will switch all subs to WCDMA MOT will come out with a GSM/CDMA/TDMA chipset in Spring 2000. Anyone seen it? I wonder if anyone in the wireless industry invests based on H&Q's analysis. They must have clients with smaller portfolios than Ameritrade's $500 account base. lol 16 months and I'm still waiting for him to be right

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