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Technology Stocks : Nokia (NOK)
NOK 6.625+4.1%10:17 AM EST
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To: JohnG who wrote (10942)4/23/2001 2:58:25 PM
From: JohnG  Read Replies (1) of 34857
 
Loss of face for DOCOMO is huge. DOCOMO's Problem is not at all helpful to QCOM because it delays 3G royalties from a Japanese W-CDMA expansion by 6 months. On the other hand, everyone was convinced that DOCOMO would have only a very limited roll out. Now the Japanese have the Chinese bearing down on them except that KDDI is a CDMA2000 leader. Getting this far behind in a fast product cycle industry with QCOM running balls-to-the-wall to make new product advances is really dangerous. I think QCOM is committed to suport J-phone's W-CDMA roll out in 2002.
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