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

To: Mr.Fun who wrote (3813)	3/23/2000 10:36:00 AM
From: Kayaker	Respond to of 34857

...Q's patent claims are not nearly as strong for W-CDMA as for CDMA2000(1X,3X and HDR). And guess what - Ericsson and Nokia have significant IP in the W-CDMA standard. And guess what else, most W-CDMA devices will be dual mode GSM/W-CDMA. So if Q wants to make chipsets for the W-CDMA world (and they do) they will have to play ball with NOK and Ericsson. Help! I can't find any news items detailing Hitachi's multi-million dollar license agreements with ERICY and NOK for DS CDMA! Must be a time zone thing or something. QUALCOMM Extends Hitachi's CDMA License for 3GLicense Covers Multi-Carrier and Direct Spread Modes --From AOl-- Cooters SAN DIEGO, March 23 /PRNewswire/ -- QUALCOMM Incorporated (Nasdaq: QCOM), pioneer and world leader of Code Division Multiple Access (CDMA), today announced that it and Hitachi have entered into an amendment to Hitachi's existing CDMA licensing agreement. Prior to the amendment, Hitachi's CDMA license covered only cdmaOne(TM) applications. With the amendment, Hitachi's CDMA agreement has now been expanded to grant Hitachi a license under QUALCOMM's essential CDMA patent portfolio to develop, manufacture and sell infrastructure and subscriber equipment for all modes of the third-generation CDMA standard, including Multi-Carrier (MC), formerly cdma2000, and Direct Spread (DS), formerly W-CDMA. Under the terms of the amendment, Hitachi has agreed to pay QUALCOMM a multi-million dollar up-front license fee and ongoing royalties as Hitachi begins selling third-generation CDMA equipment. The royalties payable by Hitachi are the same irrespective of the licensed CDMA standard. Message 13263878

To: Mr.Fun who wrote (3813)	3/23/2000 5:14:00 PM
From: The Verve	Read Replies (2) \| Respond to of 34857

Mr. Fun... Geez, I see you feel the need to speak on Tero's behalf. Well, since you're Tero's spokesman, let's talk about your swiss cheese logic approach to comparing NOK vs Q. <1. NOK will not only hold on to their market share and margins but will expand them over 2-4 years.> LOL! Have you ever heard of supply and demand? NOK's in a biz that offers NO protection to the players in the market. There is no barrier to entry that cash can't buy. As easy as it was for NOK to gain marketshare the last 2 years, it can just as easily be taken back. You think Ericson is lying down and letting NOK walk all over them? Yeah right, get a clue. As I mentioned before, NOK has merely exploited the weakness of the competition. That is changing right now, as we speak. Have you taken a look at all the new phones that are coming out on the market right now? NOK is gonna need a lot of luck just holding on to the marketshare they have... <NOK has several almost insurmountable advantages. First, NOK made more than 1 out of every 4 handsets sold in the world last year. This gives them exceptional economies of scale AND means NOK can demand and get preferential treatment in the delivery of scarce wireless components.> How long will scarce wireless components last Mr. Fun? Components may be scarce right now, but eventually the market will catch up. I hope li'l Noki is pinning their hopes on a firmer foundation than this. >>Second, NOK leverages its technologies across multiple chasses, multiple bands and multiple technologies - NOK can change its manufacturing lines from one model to another in minutes when everyone else - especially the ASIANs - take hours. Oh yeah, that's a significant competitive advantage that will keep the ASIAN wolves at bay. Geez, those ASIANS just don't have a clue, do they? BTW, where is NOK's videophone? LOL! >>Third, NOK brings out 18 new phones every year, in every major technology - no one else has shown the ability to constantly refresh their product line like NOK.>> And in 2 years nobody else will be able to refresh their product line? A fresh product line every year is NOT the great competitive hurdle you are pinning your investment future on, is it? >>NOK gains alot by not using Q's chipsets. For one, all of its software and hardware designs can be ported to CDMA as long as it retains the TI DSP.>> LOL! How does one GAIN when top tier operators like SPRINT tell you to take your crap outta their sight! NOK is lost in CDMA. You know it. Q knows it. My three week old niece knows it. Come on, I would expect something better from you than that. Are you saying NOK is NEVER gonna get smart and buy Q's chipsets? >>3. Anyone who knows anything about wireless understands the difference between CDMA2000 and W-CDMA. Q's patent claims are not nearly as strong for W-CDMA as for CDMA2000(1X,3X and HDR). And guess what - Ericsson and Nokia have significant IP in the W-CDMA standard. And guess what else, most W-CDMA devices will be dual mode GSM/W-CDMA. So if Q wants to make chipsets for the W-CDMA world (and they do) they will have to play ball with NOK and Ericsson. Good bye dreams of a massive cost free royalty stream.>> LOL! You know I heard a rumor that Q signed a multi million dollar licensing agreement with a large ASIAN conglomerate that involves WCDMA. I can't say if it's true or not, but boy, I sure hope it is! If this rumor is true, why didn't NOK announce that they have a licensing agreement? Why doesn't NOK have a check? Hmmmmm... LOL! Verve PS. Give me TERO next time, please. LOL!

To: Mr.Fun who wrote (3813)	3/23/2000 8:33:00 PM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 34857

First, NOK made more than 1 out of every 4 handsets sold in the world last year. What is their CDMA market share? About 1 in 10. Finally, as long as the Asian competition buys Q's expensive chipsets, their costs will be higher, not lower. What do you think NOK's effective margin was in CDMA handsets when you factor in all the rejected handsets with software bugs? "Inexpensive" yet "defective" is "expensive". In case you didn't notice, MOT is now QCOM's fastest-growing ASIC customer. Guess they like the same disadvantageous ASICs as the Asians. Q's patent claims are not nearly as strong for W-CDMA as for CDMA2000(1X,3X and HDR). By itself, your statement is meaningless. Unless you provide evidence to back up your claim, you have said less than nothing. This is why Q stock keeps falling back to $125 after every feeble rally. Hmmm, is that what you say to justify why you missed the greatest one-year rise ever for an S&P 500 company? Can you say major opportunity cost? Keep listening to Tero.