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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: 100cfm who wrote (26631)6/21/2000 10:53:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
100,

Mike, besides the point that Q needs the deal at this moment more then Nokia does, what makes you think a deal is years away.

Well, ummm, that's a pretty big reason. :)

I don't see Nokia making a deal with Qualcomm until they start losing customers due to their lack of CDMA phones. Even so, they don't need to be a direct customer of Qualcomm to sell CDMA phones.

I don't see Nokia being in that situation until at least next year. And if I think it'll happen next year, my past experience tells me to assume it will take at least twice as long as I expect.

--Mike Buckley