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

To: DaveMG who wrote (7302)	3/8/2000 8:26:00 AM
From: Labrador	Respond to of 13582

At this juncture it was said NOK would not buy Q chips, but discussions had been had. Management feels comfortable that NOK will fall into place eventually as 3G comes into perspective. Basically, Q makes a better mousetrap, and is ahead of the curve, and as such, eventually CDMA [whether WCDMA or CDMA2000] will eventually dominate. So we're probably talking 2001, or possibly 2002. As we move towards data, internet access, video, etc. CMDA will take that lead on the needed transmission speed. NOK will fall into place. [So will China] This was my take on it.

To: DaveMG who wrote (7302)	3/8/2000 8:59:00 AM
From: Randall Knight	Read Replies (1) \| Respond to of 13582

Could you possibly elaborate? Dr. J responded when asked if NOK was close to using Q ASICs that Nokia was interested in keeping all of their chip development in-house. He said he felt that their wouldn't come around until it was obvious that other handsets were getting too far ahead of them (NOK). He also said that Nokia was the third company to license CDMA from QCOM. To put it another way, think of the scene from Monty Python's Search for the Holy Grail when the two knights meet at the path. The black knight won't allow the good knight to pass. So the good knight chops off his arm. The bad knight shrugs off the wound as a scratch so the good knight chops off his other arm. Once again the bad knight feigns no injury. The good knight cuts off a leg. This continues until the black knight is perched on his torso with no arms or legs and he's yelling at the good knight to come back so he can bite him in the knee. Think of Nokia as the black knight.

To: DaveMG who wrote (7302)	3/8/2000 11:31:00 AM
From: limtex	Respond to of 13582

DMG - Best as I understand it Dr J said during the CC that they were talking to NOK about NOK becoming a customer for Qs ASICS but that NOK hadn't agreed yet. Yesterday I read a post from the meeting saying that Dr J said that NOK was still not a customer and I got the impression not even in sight. Best regards, L

To: DaveMG who wrote (7302)	3/8/2000 5:45:00 PM
From: waverider	Respond to of 13582

Sulpizio said yesterday that they would LOVE to have Nokia as a customer but they don't see that happening in the near future. Nokia remains Nokia and wants to develop their own chip. But it was pretty clear that Jacobs and the others feel it is just a matter of time before the Europeans come around to CDMA. I don't know who posted it here, but someone in hushed terms said that they knew Nokia and Q were in talks about chips. Sulpizio's statement puts a different spin on that one. <H>