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Technology Stocks : Nokia Corp. (NOK)
NOK 6.940+1.4%3:35 PM EST

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To: Puck who wrote (148)12/4/2000 6:16:42 PM
From: Peter J Hudson  Read Replies (1) of 9255
 
Puck,

Just thought I'd deliver this for Maurice since he has been black listed. It appears that Nokia has found a way to buy QCOM's ASIC technology without buying directly from QCOM. It's a good deal for all.

Pete

Puck who wrote (8426)
From: Maurice Winn
Monday, Dec 4, 2000 5:28 PM ET
Reply # of 8429

Puck, I banned you from this thread! Yet you keep posting. Now that QUALCOMM has a deal with Texas Instruments for, apparently, the
whole patent portfolio of each, it seems that this has implications for Nokia finally buying the right to use CDMA in 3G. They bought the right
to IS95 way back in 1990 or 1991, so I'm amazed that they have taken so long to upgrade their licences.

I suppose that's partly due to delays in 3G, which Nokia is very, very keen to have since they make a fortune every month that GSM remains
the main air interface. Nokia does NOT want W-CDMA or any other CDMA to gain ground at more than a slow crawl.

I have seen very little comment on how much Nokia benefits by continuing the existence of GSM as an air interface due to their huge market
share, but rotten market share of CDMA, which has swarms of subscriber appliance competitors.

GSM is toast. So is Nokia if they don't develop a powerful CDMA presence in a big hurry.

If you can tell us when Nokia will sign up to extend their CDMA licences, I will allow you one week of posting.

Meanwhile, China lines up for CDMA early in 2001. Orders have been placed for various components. Companies are all champing at the bit
and working as you read this on producing the goods to be installed. Will Nokia have any business in CDMA in China? Wake up Nokia, it's
later than you think.

Mqurice
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