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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.59-1.1%3:51 PM EST
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To: Don Mosher who wrote (31954)2/1/2003 1:38:14 PM
From: Jim Mullens  Read Replies (1) of 197239
 
Don, thanks again for putting this all in perspective. It’s a fascinating read of a fascinating company in a fascinating industry. You say, “then Nokia will adapt eventually by using Qualcomm ASICs. To stay competitive, however, it must switch rather than fight before the Asian tigers, led by Samsung, roar into the global market."

I totally agree, as Qualcomm appears to be light-years ahead of the competition as is revealed in every briefing they present to the “analysts” community. Nokia and the others can only speak of their “plans” in misleading PRs. Nokia must eventually adapt by using Qualcomm’s chipsets, which will level the playing field considerably for the “Asian tigers”. Nokia, I’m sure realizes this and is stringing along its desperate customers and the unknowing “analyst” community and public for as long as possible while hoping for a miracle.

BTW, Nokia’s eventual capitulation was NUMBER ONE on a list of 13 Potential events that could dramatically increase Qualcomm’s acceptance by the market forces and result in a quick and dramatic share price increase which was posted sometime back by someone on this board, as I recall.

>>>>>>

#1. Nokia announces that they will be using Qualcomm chipsets exclusively in all of their CDMA and GSM/GPRS/CDMA phones. <<<<<
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