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

QCOM 174.65

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To: talksfree who wrote (30278)	12/21/2002 11:08:45 AM
From: foundation	Read Replies (1) of 196596

re: and Nokia's expertise is in the low cost portion of the market. ========== ... apparently Nokia's low cost cdma expertise rapidly wanes. NOK is offering Tata the 6385 - at around an 18% price premium over advanced, superior, Korean and Japanese models by LG, Samsung and Hyundai. Message 18360077 At the very bottom of the price scale, 18% is a huge difference - even for comparable product - which hardly describes the 6385. Further, NOK says it will offer its 3585 and 8280 models at price points 18-36% more than Korean and Japanese models. This is a profound moment, as by all appearances, NOK is no longer able to scrape the bottom of the cdma barrel. Whether because of 6XXX ASICs or other reasons, the Koreans and Japanese are easily underpricing NOK - and offering superior product to boot. Without cut rate pricing, and well behind in technology, where is NOK's cdma card? Under the bed? And how will NOK's eroded pricing power influence sales in other regions including North and South America? If Korea and Japan can underprice them in India, they can elsewhere as well.... Is NOK - already lacking high end expertise - losing its ability to compete in cdma at the low end... globally? LOL! ========== Also, as regards style.... As carriers infiltrate Europe with Asia styled (including i-Mode) folder handsets... As Korea and Japan dominate Indian cdma with their designs... Will India gravitate toward the new Asian or the old European aesthetic? Will India aspire to an empty calorie diet of candybar handsets? ========== re: Nokia is actually championing GSM WLL in India Carriers tried to market GSM WiLL before. Though it's possible, the lack of efficiencies negated the business case. NOK's decision to retrieve it from the basement and dust it off is both amusing and telling.

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