Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: waverider who wrote (93010)	1/31/2001 12:01:50 AM
From: marginmike	Read Replies (1) of 152472

Why James Cramer is a putz I write this long email: You will never quite get it about NOKIA. TERO K has gotten to you. Nok has deep structural issues it will have to deal with going forward. 1)It is woefully behind in CDMA. Especially 1xrt which is the next upgrade.2)Asian manufacturer's have closed the gap on NOK who nolonger have the market to themselves. MOT and ERICY are terribly managed companies, and provided litlle competition in TDMA/GSM. 3)3G will be delayed longer then most think because there simply arnt apps to utilize it. Meanwhille Technologies like 1xrt and HDR will provide up to 2.5 mps(more then enough speed for now) in the next 6-8 months. Nokia is a great company, but in many was its similar to Dell's position in the PC biz. They revolutionized how the made and sold their product's, and dominated the industry for a few years. Eventially Sony, CPQ,GTW,and even stodgy IBM became more competitive eroding their mkt share and margin's. As with the PC its much smarter to play the backbone of cell phones. ARM holding's, NSM, QCOM, TXN etc. Nok as an investement is a rebound play at best. The growth phase for them is winding down. If you love 3G so much Qcom at a similiar multiple(finally)to NOK is a better play. They not only controll 86% of mkt in CDMA chips they also have a new chip that lowers the manufacturing cost of phones by 20% by removing need for Saw's. They also are the only manufacturer mmaking 1xrt chips which MOT and Nok both need to buy. Qcom is the MSFT of mobile, you never quite got that, and you still dont. Why buy Dell when you can buy MSFT? Or just buy both. REGARDS! His inteligent responce? "I disagree entirly jjc"

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