Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.39

-1.9%

Jan 15 3:59 PM EST

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To: Mika Kukkanen who wrote (98509)	4/30/2001 6:43:18 AM
From: limtex	Read Replies (1) of 152472

MK - If cdma2000 is as good as people posting here hype it to be, why hasn't any European operator opted for it? The "3G" issue is one of national strategic importance for Finland and possibly for Sweden as well. You surely cannot believe that Finland didn't make its plight very well know to the European Commission. If CDMA2000 were to be allowed in Europe NOK will lose material profitability on two grounds:- Firstly it will have to pay a full commercial royalty to QCOM Secondly and perhaps more importantly it would find itself competing against the Korean manufacturers in the handset business. The Koreans will prove very tough competitors in this field. Asia will be a big part of the market and it is 'home ground' for the Koreans in other words the Koreans could use the same techniques that the Europeans use and NOK knows it...that ought to give NOK an incentive to prod the EU into keeping a very close 'watch' on the situation especially among the SPs in Europe. The end result of all this is that it is not at all clear that what commercial advantage NOK would have over the Koreans or the Japanese were cdma2000 to be allowed to escape into Europe. L

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