SI
SI
discoversearch

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 : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: samim anbarcioglu who wrote (12982)6/23/2000 10:41:00 AM
From: carranza2  Respond to of 13582
 
I'm not sure I agree with your take on the announcement you cited. Assuming your interpretation to be correct, it would be an unusual deal for NOK to enter into because of the low-margin nature of the handset biz. Why should NOK go to a S. Korean manufacturer to have CDMA handsets built when it can buy the ASICs from Q and probably keep the damage to its margins to a minimum?

Why is NOK going into a saturated market in which subsidies have been eliminated? This is strictly a 2G deal. As everyone knows, NOK does not have a 3g license.

This is all very strange.



To: samim anbarcioglu who wrote (12982)6/23/2000 10:47:00 AM
From: data_rox  Read Replies (1) | Respond to of 13582
 
Samim Re: Telson ASIC license?

NO. They can not make ASICs. Read your post again. Modem doesn't equal ASIC.

R



To: samim anbarcioglu who wrote (12982)6/23/2000 12:23:00 PM
From: waverider  Read Replies (1) | Respond to of 13582
 
>>>to develop, manufacture and sell subscriber unit products for cdmaOne?, cdma2000? and High Data Rate (HDR) air interface technologies.<<<

Does that mean chips? I am a little unclear too.

Rick