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

To: Eric L who wrote (9674)	3/5/2001 6:18:17 PM
From: gdichaz	Respond to of 34857

Eric L: Yes, trying to get at all the data is difficult - but well worth the effort IMO. Actually, most tracks and fits together quite well. Just for clarification, the number was 22 million on which royalties we paid in Dec quarter, if I recall correctly. Again, suggest the key for Nokia in CDMA chips will be whether Nokia can compete on 1x and its upgrades. Doubt that seriously, but time will tell. So far Nokia is just trying to compete in chips on the old stuff - CDMA One. And even MOT (the shoot itself in the foot company) can churn those out - so that is no test of Nokia's chip expertise - just ho hum. Best as always, and good luck with your downloading and analysis. Look forward to the results. Chaz

To: Eric L who wrote (9674)	3/5/2001 7:36:32 PM
From: S100	Read Replies (1) \| Respond to of 34857

CDMA Subscriber Unit Sales Schedule , slide 4, of TT analyst presentation shows sales from 4Q 98 to 1Q 01. TT said around 15 Million Q4 and 22 Million plus in Q1 at 3:50 Minutes in the audio. From the slide, flat at around 15 Million for four quarters and then the step up for the last quarter. So 24 M is too high, unless the reports not yet in add another million or so. (Is 15 million really somewhere between 14.5 to 15.4 or exactly 15 million?) I have many audio players installed, with no problem. Select which audio stream, Windows Media or Real Audio at the Qcom Web site. Attending the meeting gave much better sound and visuals than using the net, but the slides are easier to read on the net. Easy to save both audio and slides to disk and review later at your leisure.