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

To: Peter J Hudson who wrote (5506)	6/13/2000 5:51:00 PM
From: Gus	Read Replies (1) \| Respond to of 34857

Are you confused, Peter? How is this NOT relevant to Nokia? Qualcomm has no TDMA or GSM IPRs, by the way. Zip, zilch, nada........although Gilder is claiming that Jacobs and company invented TDMA at Linkabit too. By the end of this calendar year you will have some clearer picture of our strategy for GSM-CDMA dual-mode chips," Sulpizio said. "We have no plans or desire to go into the GSM chipset market. But we think we can add GSM core functions to our CDMA technology. Given QCOM's grandiose claims over CDMA2000 and WCDMA, the quid pro quo is staring right at you if you dare to look. Furthermore, the fast-growing roaming market is currently at $12-13 billion and available only to GSM and TDMA carriers. Do you understand now why there are already close to 100 GPRS contracts issued and close to 20 WCDMA contracts issued? Do you understand now why Motorola is moving the heavens to match the demand from the TDMA carriers in the Americas that have coalesced around TDMA-EDGE?

To: Peter J Hudson who wrote (5506)	6/13/2000 6:06:00 PM
From: Terrapin	Respond to of 34857

Perhaps this hints at relevancy: "Qualcomm plans an acquisition or strategic alliance by the end of the year to branch into this competing technology, according to executives." But, Peter, what is good for the goose... If others insist on using this thread to promote QCOM while saying that it is relevant to Nokia because 'Nokia is leaving itself vulnerable in this hot, growing market!' then we might as well read an article from the mainstream press containing some negatives about QCOM. I have sullenly discarded the hope that this thread would stick to Nokia but at least it does contain what I feel is extremely insightful information about the general wireless market. JMHO, Terrapin PS: perhaps I should repost the above quote to Jim Lurgio! I am sure he might interpret it a different way. EDIT: Wow, in the time it took me to write this the conversation has surpassed my comments. You guys type so fast! <G>