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To: DaveMG who wrote (4079)	12/9/1999 9:36:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 13582

Dave, Nokia is still way behind on CDMA phones which is the fastest growing segment in wireless. Can Nokia maintain its market share and growth without performing in CDMA?

To: DaveMG who wrote (4079)	12/9/1999 11:07:00 PM
From: cfoe	Respond to of 13582

...you all are overestimating Nokia's needs. ...Nokia is definitely not dependent on Qualcomm to remain at the forefront of wireless computing. Don't count on Nokia being unable to hold their own without Q ASICs either. I would offer the following in response - from people smarter than me. From the work of Clayton Christensen - the business world has many examples of companies that used to be great and got "disrupted." One of his most used examples is Sears. At the same time (late 70s & early 80s) Sears was being hailed as one of the best managed companies in the world, their management was discounting the importance of discount stores. Who's stock would we have rather owned then & today - Sears or Walmart? From George Gilder - Qualcomm is the ultimate disruptor (I would assume he was talking about CDMA). From Paul Jacobs - Nokia's CDMA chips do not work. Nokia has a lot to gain by "getting off it" with Qualcomm.

To: DaveMG who wrote (4079)	12/9/1999 11:10:00 PM
From: Valueman	Read Replies (2) \| Respond to of 13582

Dave: Nokia has fumbled badly in CDMA. The 21XX model was an abomination. The much ballyhooed 6185 is a dirty little secret. This poor performance comes even after Nokia came to QCOM for assistance. That says there is something fundamentally wrong with Nokia's CDMA program. They can't just ignore CDMA and ride a GSM train to nowhere. The Samsung 3500 is a huge hit for Sprint PCS, because it has great features, is small, and performs well with the Q ASIC within. CDMA is spreading all over North and South America, New Zealand, Australia, Korea, Japan, in a small way in other parts of Asia/India, with a +/- in China. Can they ignore this market? NO! The scant attention paid to it so far has hurt them in CDMA. How do they maintain their growth rate? By fumbling in the fastest growing force on the planet, or by leaping ahead? Did you note the enormous battery on the 6185? Would they not be able to innovate in their normal style if they could incorporate the MSM series? I think it would help them tremendously. I would not at all be astonished if such a deal happens.

To: DaveMG who wrote (4079)	12/10/1999 12:02:00 AM
From: Randall Knight	Respond to of 13582

A purchase of the handset div by Nokia and a long term ASIC deal would be quite a concession. Perhaps "admission" would be a better choice of words rather than concession. Nokia would be admitting to the world that there is something to this CDMA thing after all and that nobody does it better than QCOM. That's why a sale to Nokia would be such a good thing for the street's perception of the Q. Regarding what's in it for Nokia, others have already stated that quite well.

To: DaveMG who wrote (4079)	12/10/1999 10:53:00 AM
From: engineer	Respond to of 13582

<<<I suspect there's some wishful thinking going on and that you all are overestimating Nokia's needs. Nokia is one of the most profitable corporations in the world, it's just become the European mkt cap leader.Nokia is definitely not dependent on Qualcomm to remain at the forefront of wireless computing.Don't count on Nokia being unable to hold their own without Q ASICs either. >>> I heard that ALOT from teh Siemens guys in Texas. Can you name the ones that are left there? (Hint: 0 left..) they were big GSM players and have a VERY good ASIc design team. Why not sign up and make the business work and go capture the market (ala the Samsung model?) I see Samsung in China, India, US, and Korea. I do NOT SEE Nokia there in CDMA.