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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: w molloy who wrote (4462)12/22/1999 10:09:00 PM
From: John Biddle  Respond to of 13582
 
Actually Dr J strongly hinted that NOK was in the negotiations right up to the wire.

I listened too and didn't hear it that way. He did hint that others were in it right up to the end, but to presume it was NOK goes a bit far. I agree that it could have been, but it is much more likely that it was someone else.

I wondered if NOK would need the division, but 'engineer' put forward a very convincing argument regarding the RF talent the division has - which is crucial if NOK are to succeed in CDMA.

I'll have to go back and read his post, but at the risk of saying something stupid I don't think NOK has a problem with CDMA that a good ASIC won't fix.



To: w molloy who wrote (4462)12/22/1999 10:20:00 PM
From: lkj  Respond to of 13582
 
Molloy,

RF talent is important, especially for Q's ASIC model. It is very hard to sell OEMs only chips. It's a lot easier to sell total solutions. In "total solutions" I meant complete phone designs. The RF knowledge will become very important. Especially when we start selling ASICs to Chinese OEMs who have no knowledge of it. (When I say RF, I really mean RF, not the CDMA baseband digital stuff that some people refer to as "RF".)

Khan