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

To: tero kuittinen who wrote (2622)	11/3/1999 10:26:00 AM
From: slacker711	Read Replies (2) \| Respond to of 34857

Yes I can honestly say that Qualcomm does supply "the world's leading CDMA handset and infrastructure manufacturers". The leading CDMA handset manufacturer is Samsung. The leading infrastructure suppliers are Lucent and Nortel. They also supply some (admittedly small) amount of ASIC's to Motorola. Are you trying to imply, in any way, that Nokia should be included in the statement "the world's leading CDMA handset and infrastructure manufacturers"? Sorry but not yet....I'd like them to be, but thus far they havent really shown the committment. Take a look at Samsung's latest CDMA handsets if you want to see the latest CDMA offerings. The outshine either the Startac or 6185. These are phones I can currently buy at PCS. Now, as to the ASIC market share.....QCOM has shipped 9m, 11m, and 14m ASIC's in the last 3 quarters. They expect something along the lines of another 15m this quarter. This totals to almost 50m chips....exactly how many CDMA phones do you expect to be sold during '99? What approximate market share for CMDA chips do you think Qualcomm has? Remember the lower the share for Qualcomm, the larger the total CDMA market....I honestly dont really know, but if Qualcomm has fallen to say 70% of the ASIC market then the total CDMA market has gotten much bigger than I expected (70m). Would love to hear your estimates.... Slacker

To: tero kuittinen who wrote (2622)	11/4/1999 3:53:00 AM
From: brian h	Respond to of 34857

Tero, Slacker - what do you think will happen to those chipset margins if Q keeps losing market share at this pace? They can bleed their current clients white - and that's good for the immediate future. But if the momentum shifts towards Nokia and Motorola (which the numbers are now indisputably showing is happening) how much good will that do? Sanyo et al will also retreat from the American CDMA market if they can't cut it. Sony already did. There is a reason for Q to shed its handset division. Apparently you do not get it. The truth is that Q will provide even more ASICs to even more low cost phone manufacturers to produce CDMA phones. Korea and Japan manufacturers are not the only ones out there. Watch out the Taiwanese manufacturers. They are going to produce CDMA phones starting next year even though Taiwan is a GSM world (Another "Go game" chip stays on a CDMA world). With those three countries manufacturers, I am really not sure Nokia' CDMA phone and ASICs business. Sad to tell you. Nokia's CDMA business is in such a niche that can never make any money as you tell us about QCOM's phone business. Neither have good CDMA chips nor CDMA phones. What is the reason to stay in CDMA world. Quit as you would tell us about Q's handset business. Brian H.