Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Pink Minion who wrote (78161)	6/13/2002 1:27:51 AM
From: jazzcat2000	Read Replies (1) of 99280

Semibear, NOK is way behind in the CDMA business. NOK is losing share to Samsung, Motorola and others who dominate CDMA phones. NOK is not a QCOM customer per se since they don't buy chips from QCOM. NOK is still trying to make their own CDMA chips and overall have failed miserably. NOK does use QCOM chips that they get from Telson in Korea. The only way NOK benefits QCOM is that a licensing fee is paid to QCOM on every CDMA sale. Re a QCOM warning, don't plan on it! They just announced their 2nd quarter earnings in May and reaffirmed guidance for the year. Others are much more qualified to comment on these matters but I feel very comfortable in what I've stated. Regards.

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