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To: tero kuittinen who wrote (20511)	12/29/1998 1:08:00 PM
From: Gregg Powers	Respond to of 152472

Tero: I am sure you can find a disgruntled customer for any piece of consumer electronics in creation....and your comments are every bit as anecdotal as mine....except, of course, for the fact that mine are based on firsthand observation. IN TYPICAL TERRORIST FASHION YOU HAVE ONCE AGAIN SHIFTED THE DEBATE. YOU ACCUSED ME OF EXERCISING IN FANTASIES. YOU STATED THAT ERICSSON AND NOKIA INVENTED W-CDMA AND THAT THE STANDARD WAS TECHNOLOGICALLY INDEPENDENT FROM IS-95. YOU HAVE FAILED, AT ANY COGENT LEVEL, TO SUBSTANTIATE YOUR CLAIMS AND SUPPORT YOUR HYPERBOLE. I refuse to continue debating with someone who does not make a good faith effort to address the issues while continuing to sling bull manure as fast as humanly possible. Enough. GJP

To: tero kuittinen who wrote (20511)	12/29/1998 1:28:00 PM
From: marginmike	Respond to of 152472

Tero- all I know is that clunky Nokia CDMA phones are sitting gathering dust whille QCP-2700's are selling out! I would also add the Qcp is over two years old and will be upgraded with the new ASIC's being developed. As for the greater debate you still refuse to diferentiate between WCDMA and CDMA2000. Its the same old line of BS. As for WALL STREET already downplaying CDMA in regards to QCOM so what. Those same morons are paying 400 times earnings for EBAY. As Gregg pointed out fundementals always play out over time.

To: tero kuittinen who wrote (20511)	12/29/1998 1:41:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Tero - Even if Nokia outsources it ASICS, who do you think will pocket most of the profit from the handsets that are sold? Good question, but the answer isn't as obvious as you seem to believe: 1) Qualcomm sells ASIC for $50 (complete guess - but they are pretty sophisticated chips) which has 50% Gross Margins (another guess) for profit before op exp and taxes of $25 1b) Qualcomm gets 5% of the price for which Nokia sells the phone. At $300 this is $15 before op exp and taxes. Total is $40 gross profit for Qualcomm. 2) Nokia gets 15% gross margin on their handsets selling at $300. That's $45 gross profit for Nokia. Nokia comes out ahead for low end phones, but not by much. Of course for high end phones it's clear that Nokia will make considerably more money than Qualcomm on each individual phone sold by Nokia since the ASIC's end up being a smaller piece of the whole phone. Of course this misses the very important fact that Qualcomm gets something on every phone sold, Nokia or otherwise. Does Nokia? Clark