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

To: Penny_Money who wrote (909)	8/18/1998 8:42:00 PM
From: ASB	Respond to of 34857

Qualcomm has a 2-3 year lead over everybody else in making CDMA handsets. Nokia has only dual-mode cellular(800 MHz range) CDMA phone. Qualcomm has three kinds: PCS(QCP 1920), dual-mode cellular (QCP 820), and dual-mode dual-band(QCP 2700). The new Q phone will be dual-mode cellular. IMO, Dell has the right business model for selling PCs and Microsoft has it for software. For wireless communication CDMA is inherently superior and nobody else knows CDMA like Qualcomm.

To: Penny_Money who wrote (909)	8/18/1998 9:16:00 PM
From: Dave	Read Replies (1) \| Respond to of 34857

Penny: RE:No offense but most of Qcom's patents are in narrowband CDMA and it is extremely likely that wideband CDMA is going to rule. You are wrong. In QCOM's patents they do not mention bit rate, or narrowband or wideband. Therefore, QCOM's patents cover both their IS-95 and CDMA2000 implementation. I bet mike and I will agree on that! dave

To: Penny_Money who wrote (909)	8/18/1998 11:12:00 PM
From: marginmike	Respond to of 34857

That is absolutly wrong. Erickson is about to come to the table! My Q stock is up 20% in a month so the market must know somthing. I have Nokia also I think its a great company. However you believe to much of what you read. WCDMA is a theory that has no operational system. ETSI has stated that Qcom IPR's are needed. Qcom has operational CDMA system and will have CDMA2000 in 1 year. The only way for European co's is to circumvent patents. Though this is possible it is expencive and time consuming. Nokia is a great company and I have thousands of shares, however Qcom is the better value of the two. This simply by value of price to sales and future growth potential. Even if WCDMA becomes standard without Q IPR's Q will have a huge market to sell ASIC chips and handsets in. In CDMA phones Nokia and Qcom have almost equal market% 20%NOK to 17% Qcom. Qcom will be 20-30 billion dollar company in a few years. I got 7's riding on it