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


To: Eric L who wrote (9665)3/5/2001 1:49:36 PM
From: Mika Kukkanen  Read Replies (2) | Respond to of 34857
 
(OT)Thanks Eric,

Been a bit in the dumps recently but I've had bl00dy good laugh looking at Qcom posts in recent weeks. We can always pull out the VOD trial spin if we run out of comic material...there is shed loads of this stuff!

Gawd, better stop laughing, I can feel a tear running down my....

...leg.

;-)



To: Eric L who wrote (9665)3/5/2001 1:57:49 PM
From: gdichaz  Respond to of 34857
 
Eric L: Look forward to your considered views once you have had more opportunity to listen, read the slides, think, analyze and react to Qualcomm's presentations of last week.

Perhaps a Q thread might be a better venue for that than here. (Just a thought)

But what clearly is very relevant here is the case for Nokia's presentation excellence. Look forward to those links/urls.

Best as always.

Chaz

PS A suggestion, even though you are a strong advocate of thoroughness,the analysts meeting material may be the most useful if time is of the essence.



To: Eric L who wrote (9665)3/5/2001 5:23:25 PM
From: S100  Read Replies (1) | Respond to of 34857
 
<<Tony Thornley, and Rich Sulpizio's still to go>>

When you listen to TT presentation of 28 Feb, note that 24 million CDMA phones were sold in Q1 with some reports still due. Since Qcom shipped, I think, 11 million ASICs in Q4 and 15 million in Q1, seems like there could be quite a number of phones using ASICs from other vendors.

Depends, I guess, on data we will not find readily. I think Nokia shipped several million 5185i phones, and perhaps, Mot shipped some without QCOM ASICs. Any thoughts?