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


To: carranza2 who wrote (93257)2/3/2001 3:52:44 PM
From: jazzcat2000  Read Replies (1) | Respond to of 152472
 
Thanks for your comments. Question, do we know for a fact that any NOK handsets sold(outside of South Korea) include Q asics via Telson? If NOKIA's only rational for now shifting production to Telson is for "cost savings" it's the opposite of what Jorma said this week(see msg93235), although I'm sure he's been less than truthful with many other past statements.



To: carranza2 who wrote (93257)2/3/2001 9:23:23 PM
From: voop  Read Replies (2) | Respond to of 152472
 
carranza2

Since Nokia does not have a 3G license, it can't sell any Telson-made 1x phones unless it wants a lawsuit.

I think that the Nokia license covers CDMA 1XRTT; they just have no W-CDMA license. This came up for discussion when some Qualcomm slides at a presentation showed Nokia as a licensee of 2.5G IXRTT and everybody said "hunh?" and Q public relations informed whomever asked about their not being licensed for W-CDMA.

I am trying to find the presentation slide and the response but am not sure what thread it was on. Anyone correct me if my age is showing.

Voop

Edit: here is the slide from Goldman Sachs conference showing Nokie-Dokie doing the 1X pokey

qualcomm.com
and the question to IR

Message 14859386

wait!!! It was from you :))))))



To: carranza2 who wrote (93257)2/3/2001 11:13:51 PM
From: JGoren  Respond to of 152472
 
I think what is going on is that NOK is enlarging its outsourcing for cdma phones; GSM phones can maintain margins on current production lines, at least for awhile. NOK already needed Telson to produce 1xrtt cdma phones for it. Over time, if cdma grows, then a growing portion of NOK's production will be moved offshore to Mexico and Asia. Plus, greater economies of scale in the cdma handset market are available from Asian fabs.