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

To: Ibexx who wrote (13077)	6/23/2000 4:04:00 PM
From: JGoren	Read Replies (2) \| Respond to of 13582

"Long term, Nokia expects to use their own chipsets as well." That's what everybody says, and then they find out it's cheaper to buy Qcom ASIC's than design their own and the Qcom chips are more advanced and available quicker.

To: Ibexx who wrote (13077)	6/23/2000 10:45:00 PM
From: cfoe	Read Replies (2) \| Respond to of 13582

We believe that Nokia's decision to use Qualcomm's chips allows them to speed up time to enter the Korea market. In the Internet economy "time to market" is crucial. Samsung made this point very clear in its Cena conference call last month. The reason they went with Qualcomm's chips in the first place and stay mainly with them (as well as work so closely with Q) is to take advantage of time to market. For NOK, time is rapidly running out in the CDMA market. Yes, maybe they will perfect their chips. But by the time they perfect the previous version, QCOM will be two steps ahead of them. Therefore, people who buy from QCOM will be two steps ahead of them. Time to market is crucial and NOK is late.