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

To: Jill who wrote (5447)	6/12/2000 1:14:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 34857

Texas Instruments makes 2/3 of the chips that are used in cell-phones world wide. The chief financial officer of Texas Instruments Inc. (NYSE:TXN - news) on Wednesday forecast accelerating revenue growth in the second quarter as the world's No. 1 maker of computer chips for mobile phones benefits from an explosion in wireless communications. As I recall, Nokia buys chips from TI. I am sorry to tell you that I don't think TI and its chips will disappear into oblivion. In fact, TI sales for DSP chips are expected to increase dramatically over the next few years.

To: Jill who wrote (5447)	6/12/2000 3:32:00 PM
From: Gus	Read Replies (2) \| Respond to of 34857

If I tell you that the percentage of undercapacity in some key components range from 80% to 90%, i.e., capacity can only supply 80% to 90% of demand, will you promise to double-check and then become more realistic about the prospects of the 1x rollout and hence, Nokia's need to buy chips from QCOM not only for 1x but for CDMAOne as well? Notice how the percentage of undercapacity neatly approximates CDMAOne's share of the global market? Note also that we're talking about lead times that range from 6-12 months with wireless voice demand a fast-moving target largely due to the Nokia-led campaign to drive the handset replacement cycle way up. Those kinds of dynamics don't lie.