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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Vayda who wrote (2922)	9/8/2000 5:20:30 PM
From: cfoe	Respond to of 196807

It has been a matter of when [NOK] would sign. Agree, Jeff. Why I thought the Telson news was important is it seems to advance the time for them signing up. Some of the speculation that it would be later in 2001 now looks way too late. Unless the phones Telson is making for NOK are going to be used as office decoration in their Helsinki headquarters, we can expect NOK will be signing up pretty soon, if they have not already done so. This also puts an interesting twist on what NOK said when they announced the Telson deal. NOK described it as for 2G phones for the Korean market for early 2001. I remember a number of folks on the thread pointing out that this made no sense - why would NOK be selling 95b phones in Korea in January 2001 when 1x phones would be required? It now seems that the deal was for 1x phones all along and calling them "2G" was NOK's invention. Part of their contiuing contribution to the F.U.D. I would venture a guess that these 1x phones are both for the Korean market and for the US market. Seems to validate that Sprint and Verizon will be wanting 1x phones on the market and in peoples' hands when they roll out their upgrade to 1x. And that they want to be able to offer services that call for 1x capability almost immediately upon infrastructure being ready. I suspect once the positive news begins to flow, there will be a steady stream.