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

QCOM 175.08

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2:12 PM EST

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To: foundation who wrote (23937)	6/20/2002 9:06:38 AM
From: Ramsey Su	Read Replies (1) of 197031

Nokia's "licensing" problem, I believe, is with China, not QCOM. They were not one of the original 19 so the most likely route for them is to go backdoor via Capitel, one of their major Chinese partners. However, I do not believe capitel is using nokia for their cdma handsets right now. I believe for the 1x rfp in process, Nokia had submitted a proposal. I have not read anything regarding the decision dates for this rfp. Furthermore, is there anyone in the world who would believe that Nokia is not interested in manufacturing and selling cdma handsets in the Chinese market? THE CHOICE IS NOT NOKIA'S. Regarding cdma subs, I have previously posted that deep discount subscription plans are popping up in miscellaneous lesser known provinces and cities. I rechecked those articles and found a couple of "launch" dates - May 24 for ZheJiang and June 6 for Wuhan. It is likely that these efforts are not reflected in May's numbers, or as a result of poor May sub numbers. There may also be a question of CHU subs vs Unicom subs in regions not leased to CHU. Some historian is going to have to find the information regarding the specific provinces leased to CHU. I couldn't find it in my notes. Finally, I am glad that nokia is shooting for the #1 position in the global CDMA market. I assume that means they will be ordering chipsets from qcom soon. Ramsey

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