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To: Cooters who wrote (58726)1/1/2000 2:36:00 PM
From: MileHigh  Read Replies (1) | Respond to of 152472
 
Cooters,

The only new news I noticed from PW is that he thinks NOK and MOT will enter into an ASIC deal with Q. Has the thread already factored this into the equation?

TIA,

MileHigh



To: Cooters who wrote (58726)1/1/2000 3:51:00 PM
From: Dooker  Respond to of 152472
 
The PW analyst was on Bloomberg two days ago, and a new point ( for me at least) was that MOT, NOK and others probably won't try to make their own CDMA chips anymore and instead just buy them from Q and focus exclusively as handset manufacturers,while Q has even less competition and better profit margins. Make sense, or nothing new?

Regards

Craig


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