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

To: tcd who wrote (3134)	12/30/1999 4:37:00 PM
From: Mephisto	Respond to of 34857

Thanks for the information, tcd. Mephisto

To: tcd who wrote (3134)	12/30/1999 4:52:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 34857

There is much speculation that Nokia will be forced to buy ASICs from QCOM. In light of the partnership with IDC and their own in-house development efforts this may not be the case. Whether or not this is a good business decision is something for the investor to decide. Tero might be compelled to remind people of CDMA's small slice of the wireless pie. Others will respond that CDMA is growing very rapidly and is the imminent replacement to all other technologies. Whatever. It is good to know that Nokia has options in its on-going efforts to supply this market. I am betting that Nokia's management is savvy enough to not let any market worth their time to slip through their fingers. Long on Nokia, Terrapin

To: tcd who wrote (3134)	12/30/1999 4:54:00 PM
From: Bux	Read Replies (2) \| Respond to of 34857

tired of hearing about QCOM's patents? Those patents only cover narrowband CDMA. Guess what? Nokia is partners with IDC, the owner of wideband CDMA: The holiday's have me feeling generous! I'll add another perspective to the patent mystery, buy IDC if you like, just be aware of the facts. First, QCOM's CDMA patents are not bandwidth specific. The 3G CDMA standards cannot be implemented without the same patents that make 2G CDMA work. Second, it's not clear that the next CDMA standard (HDR and 1Xrtt) is wideband CDMA. Wide and narrow are subjective terms. It is my personal belief that Qualcomm will implement these technologies next year and there will be no significant royalties to other companies. HDR and 1Xrtt will provide mobile speeds high enough to offer full motion streaming video with high-fidelity stereo sound at a very efficient spectrum usage. I don't know if the market will be very big for these types of data rates (I think it will be) but one thing is clear, there will be no need for W-CDMA. GSM can upgrade to HDR and 1Xrtt just as easily as to WCDMA. Probably more cheaply since Qualcomm's low royalty fees will be hard to match with all the interests clamouring for a piece of WCDMA (Qualcomm included). I don't think IDC has a chance of blackmailing Qualcomm for an amount that will ever justify IDC's stock price ($60+). But that is just my opinion. Do your own research, come to your own conclusions. Just be wary of claims made by companies that don't have a lot going for them if they turn out to have no clothes on. I like NOK but beware of the snake-oil salesman. Have a happy and prosperous New Year all! Bux