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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 (12650)	7/9/2001 5:58:14 PM
From: Cooters	Respond to of 197254

Ramsey, Unfortunately, LWIN is still installing non-1x networks. I don't know if this is due to their NOK phones or they are not comfortable with 1x yet, but I hate to see this from one of Q's offspring. Cooters

To: Ramsey Su who wrote (12650)	7/9/2001 6:01:16 PM
From: slacker711	Read Replies (1) \| Respond to of 197254

I am wondering if any CDMA carriers would be ordering non 1x products right now. Even though Nokia is a minor player, they must be faced with customer demand that they cannot deliver. In fact, they are not even close. I agree that this would be the absolutely logical path for every single CDMA carrier in the world to be following....unfortunately, this is not what is happening. There are probably at least a dozen non-1x handsets that have been approved by the FCC that have not seen the light of day. Kyocera just announced the 2135 (non-1x), which will begin shipping in the fall (if history is any guide, it will be late). Additonally, as far as I can tell, there is not one handset that is based on the MSM3300 yet available. My assumption is that these handsets will debut some time after the first of the year. I dont understand it either...but it seems like the carriers have no plans to seed the market with 1x handsets before the demand forces them to. The fact that the 1x chipsets are pin compatible doesnt seem to have changed anything. I wish I understood why carriers wouldnt demand that handset manufacturers change out the chipsets in their handsets....it would be a relatively cheap transition. Slacker

To: Ramsey Su who wrote (12650)	7/9/2001 6:06:51 PM
From: foundation	Respond to of 197254

I am wondering if any CDMA carriers would be ordering non 1x products right now. ---------- Q has said that they expect the majority of chipsets sold in 2002 will be 1x. Perhaps most CDMA carriers are still ordering 95a&b products. Nokia will no doubt slum in the 95a&b market - provided they can get their chipsets to function to specifications... (aside from Telson in Korea) I suspect their recent optimistic evaluation of their progress is further distortion --- to apply Siebold's genteel turn of phrase... I'll wager there will be no network fix for Nokia, and this is what Nokia hopes for.... which, translated, means that Nokia doesn't fix their handset problem... and others - literate in cdma technology - modify networks to compensate for Nokia's failures. In light of Nokia's institutional policy of distortion, I imagine it will find few friends at the CDG to advocate a network fix for its mess. And I don't think Q gave away anything - including compensation for Nokia's ignorance in this matter - when selling NOK its 3G license....