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Technology Stocks : Nokia (NOK)
NOK 5.877-2.6%3:59 PM EST
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To: Maurice Winn who wrote (1739)4/8/1999 6:40:00 PM
From: w molloy  Read Replies (1) of 34857
 
Hi Maurice,
You are absolutely right regarding ASICs, but I did say that QCOM was a unique case, an ASIC vendor also manufacturing and selling handsets.

I worked for a small San Diego outfit making, amongst other things, CDPD chipsets. We also made modems and developed a 'phone with a web browser. Our potential Japanese customers walked away when they heard about the 'phone and modems. We had a knock-on affect in our PHS business, as the same customers thought we were developing PHS 'phones too (we weren't). They made it very plain that they would not do business with a competitor, despite the quality of the product.

It is too early to assess the impact of the ERICY/QCOM deal for a future global wireless standard, but it is clear that QCOM is uniquely positioned - and Wall Street seem to be cottoning on.

Can QCOM be an even more successful company developing ASIC's and software, leaving the manufacturing of 'phones to the likes of Nokia?

BTW - I asked this thread in February why Nokia reps were in the QCOM
HQ (as were ERICY). The thought in Building K at the time was that Nokia would actually buy the Infra division.

Can anyone shed light on persistent speculation regarding Nokia and
Q's handset division?

w.
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