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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.07-1.0%Nov 18 3:59 PM EST
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To: ggamer who wrote (9860)4/16/2001 2:29:35 PM
From: Keith Feral  Read Replies (1) of 196669
 
I love this Nokian perception that there is a game left to play. They are wasting their time investing in 1X ASIC's - they lacked the engineering talent to make a CDMAONE ASIC work, why would they have any more success with 1X. What is this suggestion about some big fight coming up? The European companies need CDMA licensing agreements with QCOM. Any suggestion to the contrary is an exercise in wishful thinking. NOK lost the battle in CDMA by giving the rest of the industry to catch up and surpass them.

NOK no longer needs to worry about QCOM as the competition. The mandate for 3G CDMA is absolute, despite the irrelevant arguments about GPRS vs 1X as a bridge to WCDMA. They are competing with every manufacturing company in Japan, Korea, and China. It was the Asians who mandated WCDMA as an evolutionary replacement to GSM since the CDMA camp offered equal terms for free and open licensing, not to mention better voice capacity and data speeds.

The last thing that NOK needs to worry about is the pc guys jumping on the wireless bandwagon. They need to address the fact that they have 0% market share in Japan & Korea. They also have 0% market shar in the US CDMA market. They are going to get destroyed in China because people are going to favor their CDMA phones made by local manufacturers.

Nokia's success in global branding is over.
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