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Technology Stocks : Nokia (NOK)

NOK 5.935

+1.1%

Nov 21 9:30 AM EST

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To: Puck who wrote (11644)	5/17/2001 12:54:54 PM
From: Eric L	Read Replies (1) of 34857

<< Could the failure of the Korean 1XRTT phones result from defective Qualcomm chipsets? >> Remember this ... QUALCOMM MSM5000 chips being used in Korean are a "trial platform", that ... oh, by the way ... is being delivered commercially, albeit in limited quantities. No question that there will be some software modifications that will find there way into the MSM5105, and others that will follow for the more robust MSM5100. Eyes (mine at least) will be sharply focused on when the MSM5105 delivers. Same for the MSM5100 which will probably be necessary to make the recently announced (late - originally promised for December) Samsung AOD/VOD models function in a satisfactory manner. Dr Jacobs commented on this a few months back when he talked about the need for increased buffering. << It's no wonder that Nokia chooses to make its own. >> Jury still out on this decision. One of Nokia's major challenges is to be able to make a 1xRTT chip that works well enough to instill carrier confidence. The Nokia target for this is end of this year or beginning of next. The American financial analysts ... even those that favor Nokia ... are watching this VERY carefully. This is a red flag on their opinion of Nokia, and the recently uncovered "standards interpretation" issue with their IS-95 chipset (for which Nokia is still not out of the woods) is an alarum bell for this judgment. While NOK may have a lot more riding on GPRS, EDGE, and WCDMA handsets in the short and long haul the 1xRTT chipset issue MUST be resolved to maintain dominance in the predominantly CDMA US market. As long as Nokia models are off Verizon's shelf (and other carriers wait for final resolution of the issue), Nokia's chances of reaching projected high teens worldwide market share (which to me means >15%) for their CDMA models this year, dwindle. - Eric -

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