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

To: engineer who wrote (4520)	12/23/1999 4:12:00 PM
From: RocketMan	Respond to of 13582

Engineer, I was just taking what you said and expanding on the possibilities for what Nokia might do. #1...Copying also has a few drawbacks as there are design patents in the chipsets as well. Right, which is why I said that Q would get royalties on those patents if they chose this route. It is hard to make them low power, low cost ... OK, so all the more reason this option does not make sense for them. Door #3 means that they are going to chase them. I agree, which is why I said they would be losing lead time. After how many years would you let the R&D continue if they did not produce anything and were loosing market share? I would not let the R&D continue very long under those circumstances. However, having lived in Europe several years and worked with some of their R&D managers, I think they would let it run far longer than we would. #3 can only continue if they really have the right ASICs in process or a fiarly good working phone. Again, not to criticize European R&D, for they do some excellent work, but their R&D mindset is not as bottom-line oriented as ours, and I have seen European companies chase US R&D for many years, to maintain in-house expertise at the expense of losing market share and driving costs very high. That is the price you have to pay under those circumstances, and I can't say they are right or they are wrong, it is just the way they tend to do things.