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

To: Ramsey Su who wrote (6577)	1/26/2001 11:21:46 AM
From: Pierre	Respond to of 196536

Ramsey, a related question, I think. Can Telson manufacture a dual mode (gsm/cdma) phone given their relationship to NOK? I guess the larger question is, if the manufacturer of the phone has a relationship with the gsm community, are they precluded from putting a gsm/cdma asic in the phone, even if the asic is manufactured by Q? Is this a way for Q to avoid getting involved in the ipr trade outs that have been clouding this issue for some time? Let the manufacturers deal with it? Pierre

To: Ramsey Su who wrote (6577)	1/26/2001 11:48:19 AM
From: Eric L	Read Replies (2) \| Respond to of 196536

Ramsey, << Could Nokia simply spin off the entire CDMA business to Telson? >> I doubt they will do that. Most comprehensive article on this that I have seen is here: Message 15231626 << Could Nokia save face and not sign a QC license? >> I think NOK will have to sign a Q license ... wish they would get on with it. I have not heard the CC yet. Was this brought up? << Could Nokia save face and not buy QC chipsets, just let Telson do it? >> I'm now guessing Nokia will not buy QC chipsets. Right now their major immediate obstacle is getting SMS to work with 5185i at Verizon. Problems seem to be with the CDMA AMPS handoff. I think someone here determined that the 5185i chipset is not QC and indicators are that it is their own. The 5185i is not WAP enabled, but evidently 6185i will be (if they clear the 5185i hurdle). - Eric -

To: Ramsey Su who wrote (6577)	1/26/2001 12:52:22 PM
From: cfoe	Read Replies (1) \| Respond to of 196536

Ramsey - RE: Telson, NOK and 3G license When the NOK-Telson deal was first announced the same question was raised - could NOK use Telson to avoid making a 3G deal with QCOM? At that time, I called QCOM IR and asked that question and was told NO. In order to sell a 3G phone, NOK will need to be a 3G licensee, just like to make the phones Telson needs to be a licensee. On this latter point, I wrote yesterday (on the Buying Range thread I think) about a question that came up at the end of the CC. An analyst asked about shipments to "contract manufacturers." I thought it was a sly way to get at the Telson-NOK volume. Sulpizio answered with a sharp (I paraphrase) "We do not sell to contract manufacturers. We only sell to licensees." From the 1/22 NOK piece that Eric just posted it would seem we are getting closer to NOK signing if they are planning to play in the 1X game.