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

QCOM 172.29

-2.2%

Dec 17 3:59 PM EST

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To: slacker711 who wrote (63679)	5/15/2007 1:16:10 PM
From: Art Bechhoefer	Read Replies (2) of 196981

Slacker, you said Nokia has managed to create compelling WCDMA solutions and you went on to ask for other views of Nokia's apparent success. Looking at the Nokia handsets equipped for WCDMA, it seems to me that Nokia has aimed at lower priced chips, whereas QCOM customizes its offerings to fit particular market niches. Initially, one would expect more demand for the low end WCDMA handsets, with demand picking up later on for the higher end handsets. Current demand for WCDMA handsets is probably going to be affected by the LG handset that does feature a low end QCOM chip--the handset that received commendation from an industry group. So I would expect that competition with Nokia handsets will become more lively as these new models enter the market. In short, Nokia, because of its market penetration, has an edge whenever a new model with new features is introduced. But as overall market demand picks up, the competitors are likely to get a greater piece of the pie. Art

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