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Technology Stocks : Nokia (NOK)
NOK 6.035-9.1%3:59 PM EST

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To: ronho who wrote (13678)7/13/2001 9:49:04 AM
From: Eric L  Read Replies (1) of 34857
 
ronho,

<< He took this position even though he knew that |the CDMA developed by Qualcomm was vastly superior to W-CDMA and he believed that Asynchronous W-CDMA would not work well in a mobile environment. >>

Well he sure did.

So we now have the long gone Qualcomm 5 Principles.

They are history, (although basically reflected in cdma2000 except for the SIM thing - which is mandatory for 3G3).

The 12 to 18 months that Qualcomm tenaciously and unsuccessfully held out for those, unfortunately solidified the future of GPRS.

If there is strategic cooperation between Qualcomm and Nokia, and I hope there is, we may see some new thinking emerge as a result that will shape the future.

Whether or not the two companies are well suited to strategic partnering with each other, given their different cultures, remains to be seen.

Sometimes, when two companies are in protracted negotiation, as these two have been, cultural differences narrow, the two sides begin to see things from the others perspective, and synergy develops.

<< I do hope Nokia, Qualcomm and Ericsson are working together >>

Coopetition, cooperation between competing vendors, is one thing. Strategic partnering is another. You can only have so many strategic partners. This becomes the interesting part here.

Geoffrey Moore has some interesting thoughts on this in "Inside the Tornado", which I happened to reread last evening, because it was timely.

Asynchronous v. synchronous in a mobile environment, I don't think is the question. There is a bigger one at stake.

I will be all ears on the conference calls of both parties to see what comments each party makes about the other, although it may be early for any real indicators.

- Eric -
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