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To: jpk22 who wrote (129395)	5/29/2003 10:54:04 AM
From: Eric L	Respond to of 152472

Nokia "CDMA Tech" << Approx. 3-4 years ago Jorma gave a speech in Israel regarding CDMA Tech. You might recall it. >> 22, I don't. Are you able to furnish a reference to the speech, an abstract of it, or an article about it? I am, however, familiar with his comments delivered in the Q2 02 conference call on July 27, 2000, relative to Nokia's neglected focus on CDMA, its consequences, and what they intended to do about it including development of a 1xRTT chipset. The overhaul of their CDMA chipset was already well progressed, the 5185i release was pending and subsequently they became the 3rd manufacturer to qualify a tri-mode on Verizon for Verizon's national rate plan, behind Motorola and Audiovox, slightly ahead of Qualcomm/Kyocera, and well over a year before Samsung and LGE qualified their first tri-band models. As a follow up, four months later (November 2000) at Capital Market Days, Nokia devoted an entire 45 minute presentation to CDMA. That webcast is no longer available, but Peggy Albright reported pretty faithfully what Larry Paulson covered in a Wireless Week article here: wirelessweek.com << You be the judge whether they've caught up or not. >> I don't know whether they are close to catching up or not, but I suspect that they'll increase YOY CDMA market share this year, and if they do, I suspect they'll increase it further next year. What I do know is that they are the first manufacturer to commercially ship a non-Qualcomm powered 1xRTT handset, that they are currently shipping 6 models of same and have 5 more announced and in the pipeline, not including the product range they will introduce in China, presumably Q3, and as we all know they have licensed their CDMA protocol stack to TI/ST. So far as I am concerned, those are reasonably fair accomplishments. They didn't happen as quickly as Nokia had hoped, but fine accomplishments none the less. Nokia is now shipping 1xRTT product to Australia, India, and the Americas. How quickly they get product onto Verizon shelves, additional product into PCS, and when they introduce product in China, and how competitive those offerings are will have direct bearing on whether or not they can come close to meeting their market share targets for this year. I'll just sit back and watch for the remainder of the year. I thought Dr. Jha's teardown of the Nokia 3585i (160 active components and 329 passives) v. a (presumably reference design for an unnamed) 6050 powered handset (80 active components and 222 passives) was both interesting and effective. but he tore down a handset that started shipping in January and if he tears down a 3586 I suspect that both active and passive's will be reduced and if he tears down the Nokia 6585 when it starts to ship we'll probably see even higher level integration. I did think the recent comments about Paul Sagawa's Sanford Bernstein's team opening up the latest generation of Nokia, Samsung and Motorola CDMA phones, and finding that Nokia's circuit board was roughly 10% smaller than the rest. We'll probably get some inkling of this when TI/ST unveil their 1xRTT product offer and reference design Q3. Best, - Eric -