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

To: 100cfm who wrote (6911)	2/3/2001 2:06:12 PM
From: laodeng	Respond to of 196546

Message 6892 by Jackmore may explain it. <My wife has a Nokia 5185i (obtained from Verizon here in central PA) that has a label that says "Made in Korea". I believe we heard on the quarterly CC that Telson gets all of its CDMA chips from Q. Therefore I've concluded that the phones Telson makes for Nokia have Qs chips inside.> laodeng

To: 100cfm who wrote (6911)	2/3/2001 2:25:07 PM
From: Eric L	Read Replies (1) \| Respond to of 196546

100, << I think they must have accomplished that. I heard a verizon radio ad promoting the Nokia 5185i for $30 with an annual contract. >> No. They have not accomplished it yet. If they had Jorma would have alluded to it last week. He was very positive about it, though, and looking for Q2 to have a very large ramp and a very large publicity campaign from Verizon, starting end of this quarter. Actually that publicity campaign will probably be focused on the WAP enabled 6185i more than 5185i (tri-mode, already qualified for handling Verizon's single rate plans). Problems are not with the CDMA side, it appears, but have more to do with some undocumented AMPS stuff somewhere in the Verizon patched together network (comprised of 3 AMPS based networks and one major AMPS roaming partner, in some portion of the combined network. The phone works fine, except for 2-way SMS (which is brand new in CDMA land ... mQ will tell us correctly they invented that down under ... but it has never been applied on a net this size, this complex, this idiosyncratic, and this undocumented. Nokia shipped over one million and probably closer to 2 million 5185i's to Verizon (or Radio Shack for Verizon) last quarter. Reps in the Verizon stores are simply instructed to explain the 5185i does not do 2-way messaging. Service manager of the large local outlet, tells me that the phone has the single lowest rate of return of any of the Verizon tri-modes. As it relates to qualifying for the single rate plan (which the 5185i), that was never easy, and that is why there are no Samsungs, Sanyo's, or Neopoints, in Verizon's lineup. When BAM (pre Verizon) introduced their bundled national Rate plan to counter the plan that AWS introduced I was able to move to it with my QUALCOMM QCP800. When I went to move to the revised (better) national rate plan the legacy QCP800 was not eligible nor was the new QUALCOMM QCP860 Thinphone I wanted to buy for it's data capabilities. I purchased it anyway, and stepped back to Single Rate East (which it was qualified for. In the case of both the QCP800 & the QCP860 the problem of qualifying was not in BAMland it was with their AMPS or partially AMPS roaming partners. Handoff could not properly be negotiated in critacal cases. The 2 toughest Networks in the country to qualify on are AWS and Verizon. The reasons are obvious. This is where Nokia is bumping the wall, and they can handle the CDMA and AMPS side (which is why they are qualified for national single rate and regional single rate) but they have had problems on the data messaging side. Please note that the QUALCOMM MSM3100 based Kyocera 2035 is qualified as is my MSM3100 based Audiovox and several Motorola models. Now as for somebody saying their wife had a Korean made 5185i that might have a QUALCOMM chip inside, thats possible. Both Nokia's chip and QUALCOMM's might be involved in the mix. That would be SMART. The outcome will come soon. Remember. Nokia uses QUALCOMM chips. Nokia needs Verizon. Verizon needs Nokia. I happen to think Nokia & QUALCOMM need each other. - Eric -