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To: BDR who wrote (27255)	7/5/2000 1:52:43 AM
From: BDR	Respond to of 54805

The A.G. Edwards analyst states in this article in a straight forward manner that Nokia, in buying through Telson, is buying Qualcomm technology, though the Nokia rep has to throw in the stuff about how Nokia is still developing its own 3-G technology.. ebnonline.com Qualcomm, TI vie for position in emerging 3G CDMA market "Under terms of the agreement, Nokia will design and market second-generation CDMA handsets in Korea, with Telson manufacturing the handsets using Qualcomm's chipsets. The handsets are expected to be on the market in the first quarter of 2001, and may eventually serve other markets in Asia, and perhaps in the United States and Israel, a Nokia spokesperson said. " and "But it has been unclear how TI would gain access to technologies allowing it to transfer its capabilities to emerging 3G air interfaces such as CDMA, Wideband-CDMA (W CDMA), and cdma2000. Nokia's defection to Qualcomm, even if limited, could be significant if the chipset market is redefined during the market transition to 3G, analysts said. “It's now clear that Nokia is willing to work with Qualcomm, and has broken the ice on that front,” said David Heger, an analyst at A.G. Edwards & Sons Inc. in St. Louis. “While there's certainly a significant revenue opportunity for Qualcomm in the near term, in the longer term, Nokia may be open to buying Qualcomm chips for other markets.” Nokia's move to outsource its Korean manufacturing and adopt the Qualcomm chipset was made in the interest of speed in getting its handsets to market, according to Larry Pulson, vice president of Nokia's CDMA product-line management in Seoul. “We had a lot to accomplish on our end in CDMA, and we thought a partner would be a simple way for us to approach the handset business in Korea,” Pulson said. “But we're taking parallel-path activities through organic growth to develop our own CDMA technology.”"