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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: NAGINDAS J.O.PATTNI who wrote (2574)	10/24/1999 5:56:00 AM
From: Labrador	Read Replies (1) \| Respond to of 34857

>>from a sales point of view qcom is a niche supplier compared to nok,from a tech. point of view as nok have access to IDC asic ,qcom is obsolete.<< But what about from a market perspective? One controls the technology, getting a royalty for each phone sold - protected turf if one wants to use the technology. The other sells a product, that any mfg can compete with, where pricing is competitive, one must stay at least a step ahead of the competition and with margins compressing each quarter. Both a great companies, but are viewed differently in the marketplace.

To: NAGINDAS J.O.PATTNI who wrote (2574)	10/24/1999 12:11:00 PM
From: brian h	Read Replies (1) \| Respond to of 34857

Nag*, Do you work for IDC? Are you sure IDC ASIC chip can enhance Nokia's WCDMA mobil phone? Or mostly for fixed phone use only? Please be specific. If so, IDC is a tiny future QCOM to be yet no real world system available there (Should I say, it failed in its attempt to establish some real world system so far.). Please be aware of its PR machine. IDC can fool you and Wall Street too if it gets its way just like QCOM's PR machine. I thought Nokia's PR machine is not bad either with Tero's promoting. I think ERICY's PR machine is even better with its help to QCOM and CDMA camp. Are current CDMA and future CDMA varieties still a niche business in the future? If so, why bother to promote WCDMA and buying IDC's CDMA patent rights? Do you want to make your statement here for future reference? Brian H.