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

To: carranza2 who wrote (19201)	3/28/2002 5:29:51 PM
From: Eric L	Respond to of 34857

c2, << When Q gets the multi-mode ASICs to market, the inability to roam among networks using different standards will be a thing of the past ... The American lead on this aspect of things is loooong. >> The American lead-time on this aspect of things is loooooooooooooooooooooooong. When Q gets this ... ... and when Q gets that ... ... the world will be different. Quite a lead. They haven't even sampled a chip yet. What was promised by Qualcomm for H1 is now Q4, and that is just sampling. If all goes well we'll see handsets by the middle of next summer and China Unicom will finally substitute multi-mode handsets for plastic roaming on that 1xRTT network that hopefully will be more successful than the IS95 network and they for sure could use that late ASIC. GSMers roam today in 172 nations in the world, and can use plastic roaming in the two major destinations (Japan and Korea) where there are no GSM networks ... yet. CDMAers live in splendid isolation and desperately need that multi-mode ASIC to lead them out of it and it's about bloody time. << the inability to roam among networks using different standards will be a thing of the past >> Have they covered the CDMA/TDMA base yet? That might have appealed to AWS, Rogers, Telecel, and Cingular How about CDMA/iDEN? That would have appealed to Nextel. << ... I'm not aware of a single European entity which is even proposing to make multi-mode ASICs. >> If your talking CDMA/GSM it's a low priority for them at the moment with all the permutations of multi-mode that exist, because for the most part GSM carriers have their roaming bases covered with tri-band phones that roam in 172 countries, and for occasional travellers that aren't so equipped the SIM is portable for plastic roaming. Unicom has to be desperate for multi-mode, and of course Vodafone/Verizon will need a relatively small quantity for their international travelers However ... Motorola has had a GSM/iDEN handset with SIM for international roaming for 3 years Siemens, Ericsson, and Nokia will all deliver GSM/TDMA handsets this coming quarter and the Siemens model will roam internationally. More to follow H2. The multi-mode Qchip ... Coming soon ... ... and better late than never. Let's see ... ... press released promised in March 2000, and if we are lucky we'll see production shipments 2 years later or so, and even though sampling slipped 6 months when Q ships engineering samples the press release will read "QCT is pleased to announce the on-time sampling of the MSM6300". << a thing of the past >> ... sounds like a thing of the fuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuture to me. <g> Best, - Eric -

To: carranza2 who wrote (19201)	3/29/2002 5:33:20 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

re: X Rated (Adults Only) Duck Stuff ... >> SI: StockTalk: Communications : Qualcomm - Coming Into Buy Range To:Craig Schilling Friday, Mar 29, 2002 3:06 PM From: carranza2 Respond to 116216 of 116219 Some of you may have noticed Illmarinen at the Nokia thread make some disparaging remarks about Q being populated by ducks. Since Nokia is a chicken's paradise, I thought it appropriate to compare why and how ducks and chickens cross a road: Nokia WCDMA chicken: Can't cluck, can't fly, and can't lay eggs, but you can hide it in your pocket when you cross the road. Only seen once a year in Cannes for 10 sec. at a time--may be a dead old series 6000 chicken. Hard to tell because it dyes its feathers a different color every day. Typical Nokia chicken: Will cross the road in June '02 at 60 mph. No, make that August '03 at 25 mph. Sorry, 15 mph in '04. Maybe. But sales are still great and everything's rosy. 3GGP chicken: The chicken should have backed up before crossing. How in the devil do we get the chicken to back up now? Will meet endlessly in Maui, Gstaadt, Paris and Vail to discuss the problem. Q duck: Owns the road, and is already on both sides of it. Eats fried Nokia chicken for lunch. Makes everybody pay to cross the road. << ROFLMAO ! - Eric -