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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (53682)	12/12/1999 7:13:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Jim: Outstanding summary!!

To: Jim Willie CB who wrote (53682)	12/12/1999 9:52:00 PM
From: w molloy	Read Replies (3) \| Respond to of 152472

re : Nokia would benefit greatly from a closer relationship with QCOM: You know less about the handset business than you do about TA (which is pretty little) - from an engineering standpoint How do you divine this. NOK is an acknowledged leader in handset development. - to improve mfg yield by sharing with their existing (perhaps still troubled) licensed CDMA mfg operations Yield in the manufacture of what? ASIC's? Handsets? NOK are alleged to have technical problems with the DSP portion of their in-house CDMA chipset. These problems are developmental, not manufacturing related. - to receive the latest & best in the CDMA chipset developmt NOK already has access to this on the open market. QCOM has to tread a very thin line, especially with their Korean and Japanese customers regarding favoring any specific customer with development samples. - to integrate the latest new features like voice recognition Everyone and their mother has Voice recognition in their line up. QCOM has nothing special to offer in this regard. - to be first in line for (potentially short supply) CDMA supplies This will never happen for reasons outlined above - to solidify their Number#1 position as wireless phone vendor, and to prevent Mot, Ericy, Samsung from closing in QCOM have nothing to offer NOK as a handset manufacturer. Where NOK will benefit is acquiring an experienced group of engineers who know how to produce a CDMA 'phone. Producing the ASIC is only a step in the process. More time and effort is spent pushing the 'phone through regulatory and operator acceptance hurdles than the initial development. This experience is what QCOM brings to the table. w.