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Technology Stocks : Nokia (NOK)

NOK 6.665

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3:59 PM EST

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To: Eric L who wrote (18470)	2/24/2002 1:30:26 PM
From: slacker711	Read Replies (1) of 34857

Samsung & Sanyo the two? Those are the two announced customers....they also said that there was a third one that hadnt been announced. I believe that Kyocera is also contractually obliged to buy Q's chipsets based on the sale of the handset division. In the process it allows them to potentially demonstrate chipset superiority if indeed that superiority exists. None of this mitigates Hoffman's statement, IMO. If Qualcomm has a chipset that works, I am not too worried about the remarks. They are never going to get Nokia and Ericsson as customers....and the Korean/Japanese customers are likely to use whatever works. The carriers might not like Qualcomm, but if MSM based W-CDMA handsets are available during the first half of '03, they will be added to the lineups. The carriers will have spent too much on infrastructure and licenses to be choosy on the chipset provider. The only way I would see Qualcomm getting shut-out is if the chipset doesnt work (the remarks are irrelevant then) or if there is an absolute flood of W-CDMA handsets on the market. I am hoping for the flood of handsets but I have a hard time seeing this happening. Slacker

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