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

To: Eric L who wrote (6579)	1/26/2001 12:02:29 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 196545

Eric, I guess the question is at what point would Nokia require a 3G license? Can Nokia offer a 1x capable handset without expanding their current 2G license? What could Nokia be selling to VZ later half of this year, when 1x compatible would be a must? Ramsey

To: Eric L who wrote (6579)	1/26/2001 12:12:41 PM
From: foundation	Read Replies (1) \| Respond to of 196545

I'm now guessing Nokia will not buy QC chipsets. ---------- How will they bridge their technology chasm to achieve 1x for N America in a timely fashion (provided, of course, they get 95b functioning)? Lets say they need to have 1x chipsets functioning at least on a par with Q's 5105 by this time next year to compete? How do they accomplish that - in light of their present technology defecit? What are the signs that suggest that they can make this generational technology leap at all - much less in timely market fashion? Can they accomplish 1x prior to commercial 1xev roll out? Will NOK ever be less than 1 full cdma technology generation behind? Or will Telson provide all 1x handsets for NOK globally - with NOK content bottom feeding legacy 95b networks? How long could this strategy continue - as it only perpetuates NOK's CDMA technology defecit? ben