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

To: talksfree who wrote (30278)	12/21/2002 10:25:21 AM
From: GO*QCOM	Respond to of 196611

I did not ask the question, Why Nokia would enter this market..but since you bring up the subject..Nokia is actually championing GSM WLL in India and thus Your conclusion of Nokia preserving itself a GSM world in India is illusionary, actually Nokia will be self cannibalizing itself to accomplish CDMA WLL in India ,which is fine with me.I would how ever love to see them go with a QCOM chip in there WLL phones. press.nokia.com

To: talksfree who wrote (30278)	12/21/2002 10:43:48 AM
From: Jim Mullens	Respond to of 196611

Bob, the points you make regarding NOK and India appear valid to me, especially>>>” …the India WLL market is ready made for the low cost phones, and Nokia's expertise is in the low cost portion of the market.” It will be “interesting” to see the competition in this arena with manufactures using Qualcomm’s new 6xxx series MSMs with BREW as Qualcomm is aiming directly at the sub $70/phone market. I would think that the Indian market would also be huge for full featured high speed data capable phones as I’ve read that the middle class in India numbers close to 200 million. I feel that India is a unique wireless market that again displays the excellence of Qualcomm’s management in vigorously pursuing such. India, with such a low penetration rate of both fixed (<4%) and wireless (<1%) telephone service, has a pent-up demand that should provide for rapid subscriber growth, even more so than that experienced in China. Again, I feel the recently released SSB report on WLL in India forecasting only 2.5M subscribers by 2003 YE is way off the mark. With four carriers in addition to Reliance deploying this service in 2002 and 2003, upwards of at least 10M subs should be achievable. Jim

To: talksfree who wrote (30278)	12/21/2002 11:08:45 AM
From: foundation	Read Replies (1) \| Respond to of 196611

re: and Nokia's expertise is in the low cost portion of the market. ========== ... apparently Nokia's low cost cdma expertise rapidly wanes. NOK is offering Tata the 6385 - at around an 18% price premium over advanced, superior, Korean and Japanese models by LG, Samsung and Hyundai. Message 18360077 At the very bottom of the price scale, 18% is a huge difference - even for comparable product - which hardly describes the 6385. Further, NOK says it will offer its 3585 and 8280 models at price points 18-36% more than Korean and Japanese models. This is a profound moment, as by all appearances, NOK is no longer able to scrape the bottom of the cdma barrel. Whether because of 6XXX ASICs or other reasons, the Koreans and Japanese are easily underpricing NOK - and offering superior product to boot. Without cut rate pricing, and well behind in technology, where is NOK's cdma card? Under the bed? And how will NOK's eroded pricing power influence sales in other regions including North and South America? If Korea and Japan can underprice them in India, they can elsewhere as well.... Is NOK - already lacking high end expertise - losing its ability to compete in cdma at the low end... globally? LOL! ========== Also, as regards style.... As carriers infiltrate Europe with Asia styled (including i-Mode) folder handsets... As Korea and Japan dominate Indian cdma with their designs... Will India gravitate toward the new Asian or the old European aesthetic? Will India aspire to an empty calorie diet of candybar handsets? ========== re: Nokia is actually championing GSM WLL in India Carriers tried to market GSM WiLL before. Though it's possible, the lack of efficiencies negated the business case. NOK's decision to retrieve it from the basement and dust it off is both amusing and telling.