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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Caxton Rhodes who wrote (4381)	11/7/2000 4:23:30 PM
From: Webster	Read Replies (2) of 196959

For those serious QCOM investors, I would suggest that you listen to the Nokia CC on 3G systems which was hosted by Pete Peterson from Prudential. The replay number is 888-266-2081 #4733095 (about one hour in length). Warning for those who get easily frustrated or suffer from attention deficit disorder, this CC was truly... unique. If you can last through the call there are a couple of interesting questions regarding 3G timing and capacity issues. NOK talks alot about GPRS, and their strength in their ability to source components - using this one of their strengths to GSM customers. To give you a sense of the CC - When a question was raised about 3G capacity additions that operators will gain, Ilka (no relation to Mika or Tero)said there isn't much capacity talk and that GPRS is using a lot more capacity and causes more congestion, but then went on to add NOK's ability to produce handsets would not suffer from any capacity issues because of their component sourcing. Then when pressed again, Ilka said that with regards to service operators who use w-cdma there will be no problems with capacity issues when compared to GPRS. When pressed again Ilka said that NOK has to "walk away" from the Erlang discussion...truly amazing. A couple of interesting comments: - Reference to 1st 3GPP 99 Compliant Deliverable in Sept 01. - Reference to Japan Customer postponing a couple of months their launch dates (hmmm who could this be). - Ready to ship 3G "early radio version" to EU in March 01 and "compliant" delivery soon after. - Any QCOM licensing issues: Matt Wisk, VP Marketing NOK Networks, "None that I am aware of". - talks about delivering application platforms for GPRS. - NOK has 50 GPRS Contracts, ERICY 55 Contracts - EU operators now more interested in getting to market with 3G - Interesting comment about EU renting out capacity to Virtual Network Operators. - Avoided EU standardization question - talks about component shortage and that it is a key selling factor to service operators, that NOK has the manufacturing capacity. - states their differentiation is their "open standard" and their ability to source commodity like components versus a non-open standard and "selling your soul to the devil" (perhaps referring to LU or Nortel). - Declining voice margins for service operators - NOK specs more antennas for 3G because they "over engineer" things and customer will appreciate it. - No mention of speed, real capacity gains for service operators, no mention of when service operators would be in business with 3G. Both Matt and Ilka had to rush to catch a plane, which was fitting for the CC. Although a bit frustrating, it gives one an idea of the type of competition that QCOM, LU and others have as well as to the confusion in the market place which NOK can produce. I would summarize as NOK believing their own FUD and is a company whose greatest days are behind them. I would appreciate any technical observations of the call. Thanks Web.

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