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

To: tero kuittinen who wrote (4033)	4/7/2000 9:50:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 34857

<Some people think that Qualcomm could possibly block W-CDMA and thus challenge the 10-20 major mobile operators and vendors who are now committed to W-CDMA. I don't think this is plausible. Can you imagine what the global stock market turmoil would be? The combined market cap of W-CDMA champions like Deutsche Telekom, BT, Vodafone, NTT-DoCoMo, DDI, etc. is topping 2 trillion dollars.> Agree, and thats Q's leverage, like it or not. Ruff

To: tero kuittinen who wrote (4033)	4/7/2000 10:02:00 AM
From: Wyätt Gwyön	Respond to of 34857

are the same brainiacs who were responsible for Q-phone, pdQ, Globalstar and cdma2000 going to spend that money on new R&D efforts? QCOM has been pretty good about chopping off dead wood(e.g., infra, handsets), don't you think? Let's not write the G* and cdma2000 postmortems just yet, but you will surely get first crack at the job when the time comes. This market has forgiven co's for all kinds of blunders (viz. MOT w/IRIDQ); don't see why that won't happen w/QCOM. it would be a better deal for QCOM shareholders if these engineers would spend their time watching Shopping Channel and eating Dorritos LOL! Or perhaps writing silly posts on the message boards. Actually, many of them are probably doing just that as they have retired filthy rich from the past year. I agree that QCOM needs to extend its core compe-whatevers. Supposedly Snap-Track is a step in that direction. Is that kind of thing enough, given where the market cap has come to? I dunno. Will hope to gain more direction from the upcoming CC. Dabbling in technologies outside their core competence of second-generation chipset design hasn't been such a hot idea so far. As an IPR-centric co, QCOM may be in a bit better condition to suffer some minor blunders than those slugging it out in handsets and infra. Remember MSFT's "Bob". Lots of blunders like that. QCOM can lose many battles as long as it wins the war. Whether it will win the war or not is the more important question, I think.

To: tero kuittinen who wrote (4033)	4/7/2000 7:15:00 PM
From: Maurice Winn	Respond to of 34857

<the postmortems on Q-phone, pdQ, Globalstar and cdma2000 weren't that far off the mark. As a matter of fact, I'd like to hear some explanation from people who hailed these projects as monuments of Qualcomm's mobile telecom expertise. These four projects have flopped so fast that many industry commentators are still in full-blown denial.> Tero, you have obviously confused Globalstar with Iridium. Globalstar is not morted. Come to think of it, neither is cdma2000 though HDR seems likely to slow the development and adoption of it. The pdQ, I heard, is due for an upgrade by Kyocera pretty soon and it'll be much more impressive. The Q-Phone wasn't much success, but that's just one of those minor things from last century. Nokia has had some CDMA lemons, but they'll recover from those small dings. QUALCOMM has a cunning approach, including setting up external competitors who might defeat the internal efforts [as happened with infrastructure and handset making]. Either way QUALCOMM wins. Nokia has a more internal approach, trying to do an end to end job. So far, failing [on CDMA]. Maurice