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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (101832)	7/18/2001 7:26:37 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

My WAG based on todays QCOM/NOK price action is that Nokia will say everything is hunky-dory with GSM/GPRS going forward but that W-CDMA will be delayed. Also just a WAG....but I think most of the bad news that could come out of the Nokia call has been discounted. However, I would be a little surprised at a concession by Nokia about W-CDMA....it would hurt their strategic position versus CDMA2000. It would be much easier for Qualcomm to make the case to TDMA operators if Nokia changes the target date for W-CDMA to '03. My theory is that W-CDMA will always be 6-9 months away. They wouldnt announce a delay of W-CDMA until spring '02. I think that the PCS call will be just as important as Nokia. We need a hard schedule/pricing plan/handsets for 1xrtt to be announced. The LG handset that was approved by the FCC a couple of days ago looks like it is specifically for Verizon. Slacker

To: Dennis Roth who wrote (101832)	7/18/2001 7:30:17 PM
From: Dennis Roth	Respond to of 152472

Ericsson's report and conference calls ericsson.com July 20th 4:30am ET early birds.

To: Dennis Roth who wrote (101832)	7/18/2001 8:06:20 PM
From: foundation	Read Replies (1) \| Respond to of 152472

Nokia will say everything is hunky-dory ---------- Jorma will face a far more skeptical audience than he's used to.... I think he'll claim that everything's on track.... that GPRS is on the verge... that UMTS progress is peaches... And it'll all be bullshit.... But in this war for mindshare, Nokia can't afford to say less. There's too much on the line... LA... keeping Europe in line... losing grip in China... But guidance will be, incongruously, inconsistent with rhetoric. ( NOK can't exaggerate here - if they blow it again they risk crushing their credibility and institutional support. ) And I think analysts - twice burned - will lock on to the contradiction... And as veteran Q shareholders know, the Street loves watching (and helping) the mighty stumble.