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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Jon Koplik who wrote (13248)	8/3/1998 1:50:00 PM
From: tero kuittinen	Read Replies (3) of 152472

Jon, I suspect the consumers care. They care a lot. And the last time I looked, mobile phone business was still consumer-driven. Even if CDMA turns out to be more economical than GSM, what are the CDMA operators going to do if the consumers clearly show a preference for GSM? Yell at them? ATT runs a TDMA business, and it runs it well. Witness the great call pricing plan and the use of Nokia 6100 line-up as the core of its new ad attack. They can well afford somewhat higher operating costs if they get healthy subscriber growth in return. The handset prices are now close to each other because the market place has forced this. I suspect Qualcomm planned to price their phones a lot higher. They tried the 500 dollar Q-phone angle and it didn't excatly set the Main Street on fire. Their new Q-model will meet the new 5100, which will probably be priced below 6100. Which is already dirt cheap. Go ahead and laugh at Bermuda Blue... but at your own risk. Dave, I'll be brutally honest (but just this once). There's not much any investor can do about the tarantula. It's there. It's there for both Qualcomm and Nokia. Nobody knows how this IPR thing will turn out. But Japan is the player that has the most to lose, they just sunk 200 million dollars in the new W-CDMA research center - and that's just the building. Overall Japanese investment in W-CDMA is flirting with billion dollars already. They are the motor behind all this, Nokia was forced to speed up their W-CDMA project by the combined clout of Japanese government/NTT-Docomo when they insisted on launching 3G already in the year 2000. I think they will find a way to sort this out; this is the one aspect of investing in Nokia that I just have to leave up to faith. If and when W-CDMA starts, Nokia has a big lead over competing companies developing this technology. Yes, even Qualcomm. They did not develop the W-CDMA specs and the first operators outside of Japan buying W-CDMA will be Nokia's long time GSM customers. Tero

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