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: Kayaker who wrote (98492)	4/29/2001 8:31:59 PM
From: Webster	Read Replies (1) of 152472

I almost wish Qualcomm would strike a sweet deal with Nokia to push CDMA2OOO in Europe All of the logic would point towards cdma2000 in EU. The problem with the logic is that NOK along with the EU cartel, doesn't want a sweet deal from QCOM. Even Zero royalties wouldn't be enough. The problem is that NOK does not know how to compete, other than by giving them an unfair cost advantage (as they have with GSM along with other cartel members and 29% royalties). Samsung in China, LG in India; the Asians are going to kick NOK's butt in cdma. Open competition will cause NOK to fail in cdma big time. They will be able to mix their strong market share in rotary phones, record players, janitorial supplies and GSM phones along with their dismal record in cdma market share. Although NOK will now claim market share for signed contracts in w-cdma (150% financing with no delivery of equipment) The first GSM operators to fall will most likely be outside of EU. The Asians are going to look for openings in cdma infrastructure and 1x overlays on non-EU GSM networks; (perhaps in India or in South America). The EU service operators rely on NOK to provide them their technology path. NOK will sell them down the river as long as it protects NOK's competitive position. We can only hope for a riff between one of the EU service operators and NOK. Perhaps Alcatel along with Lucent might provide enough insight into France Telecom. The French are French; perhaps they might be the first to go cdma2000; But it is still against the law to use cdma2000 in existing spectrum in EU. How's that for open competition. NOK will claim (along with Tero and Mika and others) that GSM along with w-cdma is an "open standard". Their double talk provides reasonably good logic for those not willing to look beyond their nose (EU service operators). GSM is also open for any new entrant who wishes to pay up to 29% royalties to compete in GSM. Non-essential IPR claims on w-cdma will also provide a competitive advantage for NOK (in their dreams). That cozy logic is about to change. There is simply no place for GSM operators to go. GPRS won't work up to promises and w-cdma will be delayed until 2004 to 2005, or further. EU service operators will have no choice but to sit back and watch the rest of the world implement cdma while they wait (and wait and wait) for NOK promises to be fulfilled; socialism at its finest. FWIW, Web.

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