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

To: steve mamus who wrote (56164)	12/22/1999 9:38:00 PM
From: alias	Read Replies (2) \| Respond to of 152472

There has been, I believe, a mis-perception about what this development is and has been about. This was not about Q having to make a deal with Nokia or Mot or E in order to survive or enhance product credibility. It was simply about Q wanting to sell something to somebody for several business reasons. It's being unfortunately likened to a situation in which a company HAS TO BUY some technology to advance it's technology or business plan. This was a good deal in that there was a willing seller and a willing buyer and both participants happy about it. N, M, E, et al didn't want it? Fine. Maybe they did but didn't want to pay the price? Fine. Someone else did. Dammit, this wasn't about Nokia. And, in my opinion, it wasn't about CDMA. Q starting handset business and the sale of infrastructure to E was about CDMA. The devil is always in the details but I believe the dynamics of this sale to K is about HDR.

To: steve mamus who wrote (56164)	12/22/1999 10:04:00 PM
From: John Biddle	Read Replies (4) \| Respond to of 152472

NOK will be TOAST, and they should have figured that out. Are the folks from Sweden and Finland getting a touch arrogant?... I think you are going a bit too far here. I've excerpted a portion of a post from W. Molloy on the other thread to help make my point. NOK is BY FAR the largest handset vendor, and it is growing faster than everyone else except Siemens who grew from a tiny base (bet they can't do it again). They don't have the highest market cap in Europe for nothing. I've bet heavily on Q and have no money on NOK, but there is plenty of room for many to make money in this market, and statements like NOK is TOAST are just plain silly. My guess is that NOK is very hard at work on their own ASIC, because if they get it right they'll save a lot of money. They must also think that there are advantages to be had by being independent of Q. It may be harder to distinguish their phones from everyone else's if all use the same chip and SW. Q's goal will be to speed up the adoption of CDMA to make NOK recompute the relative value of entering the CDMA market late. '98 '98 '99 '99 98/99 Units share Units share % grow 1. Nokia 41 25% 81 31% 98% 2. Motorola 32 20% 42 16% 31% 3. Ericsson 23 14% 32 12% 39% 4. Panasonic 12 7% 17 7% 42% 5. Samsung 7 4% 13 5% 86% 6. Alcatel 7 4% 11 4% 57% 7. Siemens 4 2% 11 4% 175% 8. Qualcomm/Sony 6 4% 10 4% 67% 9. Other 31 19% 41 16% 32% Total 163 -- 258 -- 58% Source: IC Inights semibiznews.com Next Previous