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

To: the_rich_janitor who wrote (7427)	3/10/2000 7:43:00 PM
From: Cooters	Respond to of 13582

TRJ, I think you have a bead on the inflection point. 1X may be evolutionary to CDMAOne, but it is revolutionary in the marketplace. Capacity roughly doubles! Just a side benefit to add to the data rates. The carriers have so much incentive to move to 1X, and migrate/move/swap their customers over, that NOK has no choice in the CDMA market. Cooters

To: the_rich_janitor who wrote (7427)	3/10/2000 8:10:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

To the_rich_janitor: The beauty of your point is that it not only shows that licensing NOK for the 1XRTT ASIC would be a win/win for the Q, but it would be a "face" saver for Nokia. The more I observe the actions of the Scandinavians the more convinced I am that "face" is more of a far northern European concern than an Asian one. And the willingness to cut off your own nose to spite your face is even more evident. Curious, no? However, perhaps the Q is proposing a way to save that "face" of Nokia. The idea of licensing would also fit the garbled reports about Nokia obtaining a "license" where Nokia was the 3rd company to obtain an original CDMA license from the Q. But permitting Nokia to make its own 1XRTT chips would require a new and different license, no? All this is fascinating to try to figure out. But it is pretty clear that Nokia has to work out something/somehow with the Q re 1XRTT or be left in the dust , since the doubling of voice capacity with faster data thrown in as a bonus is as Dr J has said "a no brainer". And behind and above most faces is a brain - at least one capable of understanding the advantages of selling CDMA phones vs not selling them over the next months and years. All just speculation, of course. Best. Chaz

To: the_rich_janitor who wrote (7427)	3/10/2000 9:29:00 PM
From: Randall Knight	Read Replies (1) \| Respond to of 13582

2) Nokia licenses MSM design for a royalty of $ 1/4X per chip. I don't see how this could work. Would NOK only get to make 1x chips and then use that design to advance their own designs? Would NOK get the design for every new chip the Q makes? Would NOK only get to use the chips in their own phones? Would NOK keep these designs secret? It just doesn't seem feasible. Also, what would stop Nokia from making a GSM/CDMA dual mode chip using Q's 1x design? Wouldn't that tick off Q's other customers? I think that QCOM is in the catbird seat on this issue. Remember that Nokia, for all of their posturing and marketing power, is still a vendor to the carriers. What the carriers demand is what Nokia will have to deliver. That is a phone with 1x capability and they need to have it right now. Any thoughts?