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Technology Stocks : Nokia (NOK)

NOK 6.610

+0.4%

Dec 26 3:59 PM EST

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To: carranza2 who wrote (9340)	2/21/2001 12:03:44 PM
From: Puck	Read Replies (2) of 34857

Well, I did post it here rather than on my moderated thread so that the Q-fanatics could respond to it. I'm curious about CDMA2000's potential though. Is Qualcomm essentially CDMA2000/WCDMA agnostic because it receives royalties from both or is there a real economic imperative for Qualcomm from having CDMA2000 adopted. After Ericsson purchased Q's infrastructure business, they were projecting that 25-30% of the world wide market would be CDMA2000 based. I don't know if Ericsson has updated their projections, but Nokia projects currently that CDMA2000 will eventually account for 10% of the market. I don't know what the truth is; however, I've been anticipating seeing CDMA2000 contracts rolling in at some point and haven't seen a single one to date outside of Korea and don't really know what's going on in that market anyway. Latin America (especially Brazil) is supposed to be a big market for CDMA2000 but, as far as I know, there have been no formal commitments to it there either.

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