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

To: cfoe who wrote (53729)	12/13/1999 4:37:00 AM
From: w molloy	Read Replies (2) \| Respond to of 152472

I am certain that Nokia, or anyone else, would have to spend more than 5% of revenues to develop the quality of CDMA R&D that they will need to compete successfully. I would bet that Samsung takes this viewpoint and instead of resenting or fighting Qualcomm, they use the relationship to develop high quality CDMA phones. Your premise is incorrect. Time to market drives the opportunity cost. A company can decide to pay for their own development if they percieve the market to be immature, or pay royalties to someone else if the market is hot. Your view of Samsung is wrong too. While they are prepared to work with QCOM now, bet on them developing their own CDMA technology. Also bet on them looking for a second source supplier (LSI for example). Asian companies always do. w.

To: cfoe who wrote (53729)	12/13/1999 9:03:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

<< if NOK can shift into a partnership with QCOM, it will be great for both parties. And both will get very rich.>> Based on my (obviously extremely limited) knowledge of how Nokia behaves (as compared to (for example) Ericsson), I would predict that if it is Nokia, Qualcomm really would be regarded as "brother Qualcomm." That Wired magazine (cover story) article about Nokia (September 1999 issue) made Nokia sound like a bunch of really neat people (despite some of the irritating posts by Tero (!)). Jon.