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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (9840)	4/15/2001 8:56:54 PM
From: Maurice Winn	Respond to of 196654

<Because BREW will be on every chip QUALCOMM ships, developers will have a single, simple development environment for the rapidly growing CDMA market worldwide. > qualcomm.com As you say, <Nokia is Dead Man Walking. They have not been able to deliver a thing in anything beyond 2G. At one time in the recent past, they could have licensed from Q, buy some chipsets that work and try to grab some market share in the CDMA world. With all the competitors in place now, they may be a little late. As we all know, the biggest CDMA contracts are going to be from China and Nokia is not in the running for anything.> So, why would anyone buy an ASIC which doesn't have BREW in it? Nokia must be starting to wonder what the heck they are going to do. Remember when people used to talk about Q! as though it was a flea on an elephant. Well, compare market caps of Motorola, Lucent and Ericy with Q! Nokia is still way ahead, but the impact of CDMA hasn't started to touch Nokia yet. When they are in the Amazon in a swarm of CDMA piranhas, they are going to look like a whale at a hagfish party. Nokia's stock price will drop faster than Amazon's leaving only the bones. This BREW stuff looks very, very promising. Mqurice