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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.72-0.7%2:34 PM EST

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To: ggamer who wrote (9860)4/18/2001 9:00:33 PM
From: qwave  Read Replies (1) of 196663
 
Gamer,

I have to respond to some of the comments the "Nokia Engineer" supposedly made.

<<3) While QCOM is very strong in CDMA, he feels the game is not over.>>

Game is over. Nokia has lost. I have been saying this for over a year that Nokia was and is going to continue to get eaten alive by the asians. I think they know this. They are playing the same hand ERICY played and look where it got ERICY. NOTHING!!! NADA!!!

Message 13257624

Message 13274220

<<6) Nokia is working on 1X ASIC.>>

Good to hear. They will be so focused on "trying" to get it to work that they will missed another opportunity to gain CDMA market share using QCOM's chip set. I can guarantee that they will fail. What carrier has confidence in them with all their misses in the last few years: poor RF performance, sync channel, SMS to name a few.

<<7) Europe will never go with CDMA2000. Impossible!>>

Never say impossible or never. Look at Eastern Europe. Couldn't or wouldn't even try to do 450 using GSM.

<<13) Nokia is working on a ton of stuff but he did not tell me what. Very loyal guy!>>

Of course they are working on a ton of stuff that is their problem. They believe they can do it all. The way I see it they are making way too many promises that they definitely won't be able to keep.

<<12) Nokia is worried of MSFT, SUNW, and PC companies getting into wireless business.>>

I truly believe this will happen. MSFT has GSM phone project called stinger which Nokia must be shaking in their snow boots about right now. MSFT backend (Wireless Knowledge) and now frontend (stinger).

<<The hype for 3G is over done.>>

Nokia and European Union hype of course.
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