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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Harvey Rosenkrantz who wrote (22247)	1/30/1999 6:20:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Handsets as software Don't lose Eudora! Message 7571647 Good article from Financial Times on Nokia thread: FINANCIAL TIMES [OF LONDON] SATURDAY JANUARY 30 1999 Think of Nokia as a software company. Of course, it also happens to be manufacturing one of the fastest-growing consumer items ever, which it does very well. Last year, it churned out 41m mobile phones, doubling production volumes, yet inventories barely budged. But Nokia is exciting because of its vision of what mobile phones could become - devices at the heart of innumerable tasks, be it surfing the internet, paying credit card bills, programming a video recorder and maybe the occasional phone call. Compared with the software heart these devices will have, mere manufacturing will eventually be low in the value chain. Nokia is not only involved in developing the operating system for this new product, but will also be designing many of the software applications for the system, such as internet browsers. Nokia's other weapon is its brand. Mobile phones have now so penetrated the mass-market that design is becoming increasingly important. Here, Nokia - the first to bring out bright multi-coloured handsets - has an edge. Nokia has had a remarkable year, cracking the US market for digital phones with smarter marketing than rivals. ----------------------------------------------------------------- Harvey, I'm told that on a wall at Qualcomm they have the patents as plaques decorating the wall. The number is growing! They sure know what counts. Congratulations to Klein Gilhousen, Lindsay Weaver and others who feature in several of those patents on the cover if you get your microscope out, but are not often mentioned compared with Irwin Jacobs and Andrew Viterbi but deserve recognition! Q! has a great team. Long may it continue. Best wishes to the Q! employees for 1999. And thanks. 5,265,119 Patent Date 23 November 1993: Method and apparatus for controlling transmission power in a CDMA cellular mobile telephone system filed 17 May 1991. I guess this has until 2008 before its monopoly expires and others can use it without royalty [except for those who have already agreed to pay royalties forever as part of their original licensing agreements]. Power control is right at the centre of making mobile CDMA work, so it looks like a long period of profit is in store. Nokia is away on software. Don't ditch Eudora! Mqurice