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

To: voop who wrote (93271)	2/4/2001 12:25:20 AM
From: q_long	Read Replies (1) \| Respond to of 152472

I Thought their was a press release a few weeks ago on Telson parent company (cant recall the name) renewing a QCOM agreement for WCDMA/CDMA 2000. If true NOK could ride on the coat tail

To: voop who wrote (93271)	2/4/2001 10:54:41 AM
From: carranza2	Read Replies (1) \| Respond to of 152472

It appears that Q IR says that [I had forgotten all about that discussion, by the way] Nokia is a licensee for 1x CDMA2000. Nokia's own press has said that it is a supporter of CDMA2000, but the emphasis is lukewarm. It still doesn't necessarily mean that Nokia has a WCDMA license. Nokia doesn't need such a license as it appears that WCDMA will be delayed. Nokia is clearly piece-mealing Q's IPR. Itdoes mean that Q and Nokia are getting friendlier. Still is good news, particularly since Dr. J said that the 1x market will be profitable for years. I suppose he knows/assumes that WCDMA is not going to take off for some time, and that 1x will fill the gap in the interim. I can live with that, particularly since Q will probably have 90%, plus, of the 1x ASICs market. Kinda gives a whole new light to the INTC rumors. Q is underpriced.