Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Randall Knight who wrote (71870)	5/14/2000 10:47:00 PM
From: samim anbarcioglu	Read Replies (1) \| Respond to of 152472

Randall >> They risk very little by losing in CDMA and risk a lot by having GSM move to CDMA. That is why I don't think Nokia will buy Q chips and why if they did, it would signal the collapse of Fortress Europe. I have quite a different view of it all. I believe a day doesn't pass someone at NOK top management doesn't go to Jorma and say "But Boss, look at all the money we could be making. if, just if we were selling CDMA in the US. 30% penetration, huge internet establishment.. " And it is true, they are salivating at the money they are not making in the US. And the day they start doing business with Q, their stock will double in three months. Based on this line of thinking, I went long on NOK in a substantial way (subbstantial for me). I will give it 6 months. If they have not come around by then, It is all over for them in my opinion. Because VOD will get into EU sooner or later. And in the US, the market will belong to Samsung, KYO, MOT, ERICY completely. s.a.

To: Randall Knight who wrote (71870)	5/15/2000 10:32:00 AM
From: carranza2	Read Replies (1) \| Respond to of 152472

On the other hand, the day will come when CDMA can't be ignored, even by Nokia. When that day comes, I'll be buying all of the call options in Q that I can afford. China moving quickly and decisively to CDMA just might do the trick. You just made a great argument for buying the longest term LEAPs anyone can find. Probably a bargain at this point, I should imagine.

To: Randall Knight who wrote (71870)	5/15/2000 12:52:00 PM
From: limtex	Read Replies (1) \| Respond to of 152472

RK - I believe that Nokia would rather write off the entire current CDMA market than shoot holes in their efforts to prolong the upgrade th 3G in their GSM markets. VEry concisely put and summed up. We should forget about NOK and China. If they happen well and good if not ..so what. Europe is going to fall far behind becuase of this GSM thing. Too bad NOK sisn't invent a broadband system that can outperform the Q. Well i didn't and becuase it didn't it will block the best system because if it were to pay Dr Jacobs they would lose face and the super profit they make out of GSM. Did you see the phot of the new Korean phone with MP3 player that I posted the link yesterday? Now thats the place to look. Lets look toward the US, Canada, Brazil, Mexico, Japan, New Zealand, Australia, Korea and a couple of others that I have no doubt missed out. These countries will soon be providing over 2Mgbts to mobile users and that will put Europe years behind. Too bad. Best regards, L