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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: Dennis Roth who wrote (12646)	7/9/2001 3:40:22 PM
From: foundation	Read Replies (2) of 196568

"...Meanwhile, the folks at Nokia are traveling around the world giving a presentation that uses distorted information to try to prove that GSM (using some new technology) and Wideband CDMA are more spectrally efficient than CDMA2000 1x.... I simply don't understand why a company with Nokia's stature and reputation feels so strongly about its own wireless roadmap that it has to not only over-promise what it can deliver, but denigrate the proven technology capabilities of CDMA2000 1x, which it now has a license to sell..." ---------- Siebold will not be alone in his observations. Seybold allows us share the industry perception. NOK has regressed from cocky confident to desperate. No longer perceived immune. Far from invincible. With blood in the water, its stock records its stumble. Industry audiences will evaluate presentations through this prism.... and savor Goliath's fall. And carriers will ask themselves - and NOK as well - where are the GPRS handsets?... Where are functioning, let alone thriving GPRS networks?... Where are EDGE handsets?... When will EDGE make it out of the lab? Where are wCDMA handsets? When - will - wCDMA function? Why do you confuse us with yet another acronym (EGPRS)? Why do industry insiders consider your presentation distorted? Why is the market losing its confidence in NOK? Why is NOK losing confidence in itself? NOK "denigrate(s) the proven technology capabilities of CDMA2000 1x, which it now has a license to sell" because NOK can't do cdma ----- any flavor. They'll ship UMTS base stations to Europe - to try and establish a beach head - but no one will know if they function because handsets are not on the horizon. NOK must try and stall or stunt any and all forms of cdma until they can play.

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