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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.740.0%10:41 AM EST
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To: tero kuittinen who wrote (20690)1/3/1999 4:35:00 PM
From: Joe NYC  Read Replies (3) of 152472
 
Tero,

I don't think anybody is disputing Nokia's success in handsets. But you make it sound like there is a lesson to be learned from that. I don't think there is. It is a historical oddity. So enjoy the ride, while it lasts.

If there were 3 or 4 operators with equally good handsets involved in a price war, and if Nokia was one of them, the results would be a lot different, as far as 3 billion pre-tax profit.

Don't you see - it doesn't matter that Nokia's CDMA phones aren't currently competitive. They are selling every phone they can manufacture in USA.

I believe QPE is also running at capacity. So running at capacity is an excuse for a Nokia's substandard phones, but it is not for Qualcomm's substandard (in your view) phones? It seems like a double standard.

Of course they are not going to subsidize Qualcomm if they can sell a GSM model instead!

If the Nokia phones are so much better, I am sure Nokia would be able to charge premium, well over the fees Nokia pays to Qualcomm. I thought you argued that royalties and cost of ASICs were meaningless.

Anyway, I think it would make sense for Nokia to pay more attention to CDMA. If they do, they will be rewarded for the experience with CDMA when the WCDMA / CDMA2000 arrives.

Joe
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