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

To: tero kuittinen who wrote (4187)	4/15/2000 1:40:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 34857

Nikkei is the Japanese equivalent of the Wall Street Journal. I see no reason why they would make up stories like this without some foundation. It will be interesting to see if your theory about QCOM issuing a denial proves true. OTOH, if pursuing such a license is indeed the intention of QCOM mgmt. (meaning the Nikkei just scooped the story), then I have just seen the screwball from hell. You point out some obvious and some not-so-obvious unsavory implications for QCOM investors. Most importantly: Why the heck would QCOM pursue this strategy if the widely touted "all CDMA roads lead to Qualcomm" mantra is true? I find it bizarre that this is being interpreted as a show of strength.

To: tero kuittinen who wrote (4187)	4/16/2000 12:13:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, Who's going to pick up the tab? Neither Sprint nor Verizon has any experience in Japan; no second generations subscriber base, no retail network, no brand, no nothing. I can't begin to guess how expensive it would be to build all this up from scratch. Using a standard that is incompatible with the 3G standards used by DoCoMo, Japan Telecom and DDI would drive the costs through the roof. As an industry observer, I expect you to know that Vodafone is in deed in Japan (pereviously called AirTouch wireless). Either you are intentionally ignoring it, or you only research GSM world news. Just try to remind you that QCOM has cooperated with other CDMA carriers such as BCE and Bell Atlantic (Verizon) around the world to set up CDMA networks. I do not know why this application (if it is true)to operate 3G CDMA networks in Japan is any different than other places. The only difference is that Europe and China's gov. have no guts to allow CDMA networks at all. Brian H.

To: tero kuittinen who wrote (4187)	4/16/2000 12:42:00 PM
From: chirodoc	Respond to of 34857

nok vs ericy? ownership of companies? am i correct in assuming that the vast majority of owners of nok and ericy stock are OUTSIDE the u.s.? if so, we should be less affected by this sell-off than u.s. stocks. also, i own nok>ericy. and have no position in qcom, based in part, on the info i have learned here about wdma vs. cdma2000. i hope you are right! any info on % ownership of ericy/nok in terms of geography. am i right in assuming the bulk of owners are european? curtis

To: tero kuittinen who wrote (4187)	4/16/2000 5:20:00 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

Tero, << I'm expecting Qualcomm to deny this rumor as soon as possible >> I certainly hope you are correct. << They can't be willing to alienate the Japanese operators by declaring a war on them - and this is what building a cdma2000 network with American partners in Japan would mean. Other Asian operators would be livid with rage. A company like Qualcomm can't treat a customer like DDI this way. DDI is supposed to be one of Qualcomm's key allies in Asia - not a mortal enemy >> I agree ... and QCOM a Carrier, YUK! - Eric -