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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: S100 who wrote (84292)10/20/2000 7:38:48 PM
From: Ruffian  Read Replies (3) | Respond to of 152472
 
Good for QCOM - w/o doubt
by: The_Rich_Janitor
10/20/00 5:52 pm
Msg: 288141 of 288173

This is why NOK started using design houses in Korea:
A) NOK could not directly admit failure and announce a supply agreement with QCOM
B) So they did what MOT did and hired Korean ODMs to design NOK phones based
on QCOM chipsets. This way, Nokia doesn't not buy directly from QCOM.
C) Neither Verizon or SPRINT will purchase NOK phones WITHOUT a QCOM
baseband. They won't spend the large amount of time and resources testing a NOK
phone based on NOK chipsets. Sprint lost 100,000 subscribers because of NOK's
inadequate phones.

Now, on the other hand. Having NOK phones on our networks is a definite positive.
Consumers like NOK and NOK phones on CDMA networks will mean CDMA
subscriber growth.

Once again, this article shows how very little Ed Snyder knows about the wireless (3G
and CDMA market). It amazes me that he gets paid to be wrong so much.



Re: Now after Snyder said
by: The_Rich_Janitor
10/20/00 6:08 pm
Msg: 288150 of 288175

lol @ ykhalon

Yep, he said NOK will not have a deal that uses QCOM chips. 3 weekes later, NOK
announces a deal with Telson using QCOM chips.

QCOM is a sell at 65, MOT is a buy at $40 with an equivalent EPS to QCOM, but
lower growth rate. Today, Q is at 75 and MOT is at 23.

China will never go CDMA

Japan's DDI will not go CDMA

Korea's SKTelecom will switch all subs to WCDMA

MOT will come out with a GSM/CDMA/TDMA chipset in Spring 2000. Anyone seen
it?

I wonder if anyone in the wireless industry invests based on H&Q's analysis. They must
have clients with smaller portfolios than Ameritrade's $500 account base. lol

16 months and I'm still waiting for him to be right



To: S100 who wrote (84292)10/20/2000 7:43:11 PM
From: 2brasil  Respond to of 152472
 
sprint sold nokia phones before they were crap imo



To: S100 who wrote (84292)10/21/2000 1:07:28 PM
From: S100  Read Replies (1) | Respond to of 152472
 
Photos of the QCP 2035 are at
gullfoss2.fcc.gov

The MSM is easy to spot but hard to read the label. It is a ball grid array, no pins out the sides. According to the QCOM CDMA handbook, the MSM3000 is available in a 176 pin TQFP (flat pack with pins out the sides) as well as a 196-ball PBGA (no pins out the sides). The newer MSMs seem to be available in PBGA only.
snip
(Pin-compatible with the MSM3000, the MSM5000 will be available in the same 176-ball Fine Pitched Grid Array (FBGA) package and 196-ball Plastic Ball grid Array (PBGA) production package. )
snip from qualcomm.com

After looking at a number of photos of Nokia Phones and QCP Phones, it seems that the construction of Nokia phones is much simpler. Few, if any RF shields, lots of small circuit packages. They may be much cheaper to build.

When searching the FCC site, use GML for Nokia, J9C for Qualcomm and OVF for Kyocera for the grantee code in the
Office of Engineering and Technology Generic Search Form.