Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.12

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3:59 PM EST

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To: Art Bechhoefer who wrote (118538)	5/9/2002 9:41:22 PM
From: slacker711	Read Replies (2) of 152472

It's worth recalling what Engineer said earlier: In effect, Nokia wants to find more excuses for NOT introducing WCDMA now. Well....I have a tough time seeing this scenario. Nokia may be dumb....but they arent suicidal. The only thing that is going to save their networks division this year is the fact that they are going to recognise quite a bit of W-CDMA revenue in the second half of the year. The GSM/GPRS infrastructure market has fallen off of a cliff. Not only that....but their marketshare in W-CDMA infrastructure is actually higher than in GSM. Once they ship the infrastructure, it is equally insane to try and delay the handsets. If Nokia doesnt grab those sales, Motorola, Ericsson, NEC and MSM based handsets will. I'm not sure what the roll-out schedule of W-CDMA will be but I think that delays will be due to problems with the technology rather than Nokia holding back to try and milk GSM/GPRS. The way I look at it....Qualcomm has the most to win from a roll-out of W-CDMA, but Nokia and Ericsson have the most to lose if it is delayed. Slacker

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