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

To: tero kuittinen who wrote (2625)	11/3/1999 11:30:00 AM
From: slacker711	Read Replies (1) \| Respond to of 34857

The most likely explanation is that Nokia and Motorola are taking market share as fast as they can ramp up production. You can argue that they are not doing so well - but the numbers don't back you up. I'll try one more time....Let's just focus on the second half of the year. Qualcomm will ship close to 30m chips during the second half of the year. Exactly how many CDMA phones do you think are being sold??? I'll make a little table.... Q's ASIC's Market Share 2nd half Run-rate 30m 90% 33.33m 66.67m 30m 80% 37.50m 75m 30m 70% 42.86m 85.71m 30m 60% 50.00m 100m 30m 50% 60.00m 120m I am curious which of the above numbers you subscribe too....Maybe you are right that QCOM's ASIC share has fallen but that means that the overall percentage of phones sold which are CDMA has already surpassed your target of 20% market share in 2003. Personally, I think that you are way off base on this one. I can understand most of your viewpoints (disagree but understand)....However if you think that there has been a MOT/NOK explosion in CDMA you are off-base. You are going to have to show me some unit numbers which back up your assertions. Slacker

To: tero kuittinen who wrote (2625)	11/3/1999 5:11:00 PM
From: Valueman	Respond to of 34857

The most likely explanation is that Nokia and Motorola are taking market share as fast as they can ramp up production. You can argue that they are not doing so well - but the numbers don't back you up. I don't know what is Qualcomm's current chipset market share. But it is coming down fast and hard. You can always shrug this off and point to the licensing income. But I don't think the current P/E ratio will tolerate underperforming chipset unit in the long term. The great profitability of the chipset unit is not the question - the question is whether that profitability can coexist with rapidly declining market share. Such a hoot! The Nokia 6185 is an absolute disaster. Have they even started selling it again after the "stealth" recall? Nokia is stealing nothing in the CDMA world. Even a diehard Nokia fan has to admit that. How many CDMA phones did Nokia sell? Better yet, how many were returned? Tero, it is a point you can't spin around--Nokia's CDMA offerings suck--period.