Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ggamer who wrote (9860)	4/16/2001 1:16:33 PM
From: EepOpp	Respond to of 196660

very interesting... he believes numbers 3), 7), 9), 17) and yet he would still do 18) if he didn't work for Nokia. thanks very much, ggamer. EepOpp

To: ggamer who wrote (9860)	4/16/2001 1:19:31 PM
From: limtex	Respond to of 196660

gg - Thats about as fair a summary as you can get. We didn't expect NOK to roll over with its legs in the air did we? Best regards, L

To: ggamer who wrote (9860)	4/16/2001 1:19:31 PM
From: limtex	Respond to of 196660

dup

To: ggamer who wrote (9860)	4/16/2001 1:42:42 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 196660

GGamer, QCOM executes very well but manages to upset many companies in the process. I don't how that comment was intended, but I think any management executive team to whom that comment is directed should take it as a compliment even if it's a back-handed one. And it should make any Gorilla-Gaming shareholder as pleased as can be. --Mike Buckley

To: ggamer who wrote (9860)	4/16/2001 2:08:48 PM
From: sal99	Respond to of 196660

ggamer- I'm somewhat perplexed about why, given his views, your NOK engineer doesn't own QCOM stock. Maybe the Fins don't pay him much. --Sal

To: ggamer who wrote (9860)	4/16/2001 2:29:35 PM
From: Keith Feral	Read Replies (1) \| Respond to of 196660

I love this Nokian perception that there is a game left to play. They are wasting their time investing in 1X ASIC's - they lacked the engineering talent to make a CDMAONE ASIC work, why would they have any more success with 1X. What is this suggestion about some big fight coming up? The European companies need CDMA licensing agreements with QCOM. Any suggestion to the contrary is an exercise in wishful thinking. NOK lost the battle in CDMA by giving the rest of the industry to catch up and surpass them. NOK no longer needs to worry about QCOM as the competition. The mandate for 3G CDMA is absolute, despite the irrelevant arguments about GPRS vs 1X as a bridge to WCDMA. They are competing with every manufacturing company in Japan, Korea, and China. It was the Asians who mandated WCDMA as an evolutionary replacement to GSM since the CDMA camp offered equal terms for free and open licensing, not to mention better voice capacity and data speeds. The last thing that NOK needs to worry about is the pc guys jumping on the wireless bandwagon. They need to address the fact that they have 0% market share in Japan & Korea. They also have 0% market shar in the US CDMA market. They are going to get destroyed in China because people are going to favor their CDMA phones made by local manufacturers. Nokia's success in global branding is over.

To: ggamer who wrote (9860)	4/18/2001 9:00:33 PM
From: qwave	Read Replies (1) \| Respond to of 196660

Gamer, I have to respond to some of the comments the "Nokia Engineer" supposedly made. <<3) While QCOM is very strong in CDMA, he feels the game is not over.>> Game is over. Nokia has lost. I have been saying this for over a year that Nokia was and is going to continue to get eaten alive by the asians. I think they know this. They are playing the same hand ERICY played and look where it got ERICY. NOTHING!!! NADA!!! Message 13257624 Message 13274220 <<6) Nokia is working on 1X ASIC.>> Good to hear. They will be so focused on "trying" to get it to work that they will missed another opportunity to gain CDMA market share using QCOM's chip set. I can guarantee that they will fail. What carrier has confidence in them with all their misses in the last few years: poor RF performance, sync channel, SMS to name a few. <<7) Europe will never go with CDMA2000. Impossible!>> Never say impossible or never. Look at Eastern Europe. Couldn't or wouldn't even try to do 450 using GSM. <<13) Nokia is working on a ton of stuff but he did not tell me what. Very loyal guy!>> Of course they are working on a ton of stuff that is their problem. They believe they can do it all. The way I see it they are making way too many promises that they definitely won't be able to keep. <<12) Nokia is worried of MSFT, SUNW, and PC companies getting into wireless business.>> I truly believe this will happen. MSFT has GSM phone project called stinger which Nokia must be shaking in their snow boots about right now. MSFT backend (Wireless Knowledge) and now frontend (stinger). <<The hype for 3G is over done.>> Nokia and European Union hype of course.