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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Caxton Rhodes who wrote (9661)	3/5/2001 1:24:02 PM
From: Eric L	Read Replies (3) \| Respond to of 34857

Caxton, << Like what, be specific >> "We have met all expectations that were promised last year" "On time delivery of the MSM5100 FAMILY" ... (but not the MSM3000 based MSM5100. The reasons why other carriers selected W-CDMA over cdma2000. The (2) slides I just referenced. And much more, although I am not all the way through all the material yet. Over the weekend I downloaded and scanned all the presentation material. I have listened to all of the various Jacobs' presentations, Don Schrock's and Steve Altman's. Julie Cunningham, Tony Thornley, and Rich Sulpizio's still to go as well as the Q & A and Closing. I'll listen to Irwin, Don, and Steve, again. Now what I am not going to do is sit and type a long critique of the presentations of the management of the company that constitutes my largest portfolio holding. I would rather comment on the QUALCOMM positives, and they are many, and when I have digested all, will probably do so. For sport, this weekend, I pulled some QUALCOMM material (several hundred nicely spiral bound pages worth) that was aimed at carriers attending CTIA in New Orleans in February 1995. It compared the spectral efficiency (in great detail) and other attributes of CDMA-1900 with DCN-1900 (now GSM-1900) and TDMA to CDMA-1900 and made the claim that CDMA-1900 would be available to carriers then bidding in A/B block and carriers that would be bidding C/D/E/F that CDMA-1900 would be available when carriers were ready to launch and GSM-1900 would not. Things haven't changed much, in some regards. I have, as I have said, adjusted to the style and manner of QUALCOMM's presentations over the years, and although they evidently please analysts and investors, have failed to impress carriers, to the degree that I would like to see. Presentations aside, bottom line is that we have 90 million CDMA handsets to sell this year, some market share to gain back, some carriers to sign or flip, for 2.5G/3G technology, some technology to standardize and commercialize, a company to spin, and some new chips to get out the door. Meantime, I'll supplement my knowledge of what GPRS, and UMTS UTRA will or will not do, and what success they enjoy or does not enjoy, with data from sources other than QUALCOMM, thank you. They have not proven to be the best source for that in the past. I will remain hopeful that QUALCOMM can proliferate the fine air interface technologies, middleware, ASIC's (all becoming a nice platform), beyond their current user base and Unicom. You won't hear me criticizing QUALCOMM technology very often. You may hear me criticizing their style, and marketing expertise, and the manner in which they present their technology, however, which I feel is nowhere near as well polished as it could and should be at this stage of their development. If Nokia fails to pull off some of their deliverables, or alters their style of presenting their capabilities, or covers up failure with hype or hollow excuses, you will hear me criticizing them, as well. I am neither sentimental about my investments, nor bashful about talking about them candidly, particularly in the global wireless arena. Wish I had been able to make San Diego. Hope all went well for all. Best, - Eric -