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Technology Stocks : Nokia (NOK)
NOK 6.640-0.4%3:59 PM EST
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To: tero kuittinen who wrote (1769)4/15/1999 9:47:00 AM
From: Valueman  Read Replies (2) of 34857
 
Now that the chipset business has lost four biggest brands in CDMA phone market to competition Qualcomm is becoming increasingly exposed to handset division. Nokia is delivering the 6185 to operators this month. Motorola is already selling every Startac it makes. I think you know what the most likely scenario is - after conquering the high-end market Motorola and Nokia start attacking the mid-market with their cheaper models already in the pipeline.

Such drivel. Samsung is the #1 brand--QCOM has not lost that business. I would think your worldwide network of tuned-in telecom experts would have informed you by now that what is said by Samsung's chip division is different that what is actually happening at Samsung's PHONE division. Call them and ask them yourself. Samsung remains a QCOM ASIC customer, and will continue to be a QCOM ASIC customer on a large scale. QCOM is the #2 brand--obviously they won't use other ASICs. In the also ran division, MOT continues to use QCOM ASICs in a roundabout fashion through the Korean company JVs. Your Nokia moles should also be able to update you on the negotiations with QCOM on using their ASICs and also update you on the delays in rollout of the new CDMA phones due to "ASIC problems"(imagine that).
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