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

To: tero kuittinen who wrote (1769)	4/15/1999 9:29:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 34857

I don't believe they ever said they aren't losing mktshare in the phone biz, they said thay can grow their biz and lose maktshare simultaneously because the mkt is expanding. I also think it's only reasonable to count as mktshare all those phones that say "Dig by Q" on them, in other words QCOM branded phones plus those selling phones with Q ASICS in them. This is a much harder number to put together. The mkt is still very much up for grabs IMO and we'll have to wait to see what happens.. We'll see if margins erode. I'll wait to see it before I say that I see it happening. QCOM has been an innovator, something I think is impossible to deny. pdQ is an experiment IMO, we'll see how it goes. Globalstar will be Q's high end mkt IMO. I will be alarmed if the losses aka charges continue. The mkt has bid up the price on the presumption that they'll not. We're clearly in the sweetspot for IS95 expansion with JApan, Brazil, Mexico, etc coming "on-line". This will cover Q for another year at least, in addition to the mrgin improvements from infra sale. By 2001 we're going to see a new landscape, new wireless products with very high data rates. CDMA will take a hefty chunk of these devices.Don't discount those royalties. WHen Nokia or MOT sells a CDMA product "we" get paid first, before shareholders in Nok or Mot..As margins decline the way they have in the PC model, our position might seem enviable.. Dave

To: tero kuittinen who wrote (1769)	4/15/1999 9:47:00 AM
From: Valueman	Read Replies (2) \| Respond to of 34857

Now that the chipset business has lost four biggest brands in CDMA phone market to competition Qualcomm is becoming increasingly exposed to handset division. Nokia is delivering the 6185 to operators this month. Motorola is already selling every Startac it makes. I think you know what the most likely scenario is - after conquering the high-end market Motorola and Nokia start attacking the mid-market with their cheaper models already in the pipeline. Such drivel. Samsung is the #1 brand--QCOM has not lost that business. I would think your worldwide network of tuned-in telecom experts would have informed you by now that what is said by Samsung's chip division is different that what is actually happening at Samsung's PHONE division. Call them and ask them yourself. Samsung remains a QCOM ASIC customer, and will continue to be a QCOM ASIC customer on a large scale. QCOM is the #2 brand--obviously they won't use other ASICs. In the also ran division, MOT continues to use QCOM ASICs in a roundabout fashion through the Korean company JVs. Your Nokia moles should also be able to update you on the negotiations with QCOM on using their ASICs and also update you on the delays in rollout of the new CDMA phones due to "ASIC problems"(imagine that).