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

To: w molloy who wrote (3022)	12/14/1999 3:53:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 34857

"NOK + Kyocera thoughts QCOM handset division isn't the QCOM ASIC division. QCOM handset business doesn't bring any added value to what these two fine companies already have. I think they are after the crown jewels. Any comments? w." I agree - the ASICs will likely stay with QCOM but NOK may be able to negotiate favorable licensing agreements along with this deal. I am making the assumption that the R&D aspect of the division will be helpful to Nokia because they may bring a level of expertise in designing CDMA-compatible handsets the Nokia may either need or want to keep from rivals. The actual manufacturing that Kyocera may get is not a very sexy prospect. Probably high volume/low margin which is why QCOM would like to unload it to begin with. All JMHO. Now a question for you: Where does QCOM manufacture its handsets now? And where are the R&D facilities? Is the R&D in California and the manufacturing in China? Just curious - I am treading dangerously close to breaking my own rule about QCOM-dominated postings <G>! Cheers, Terrapin