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

To: tero kuittinen who wrote (1840)	4/30/1999 8:50:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 34857

Tero.. I never said QCOM would be selling WCDMA handsets. To claim that what's happening with NTT is total victory for GSMers and total loss for Q is just plain nonsense. I assume from the technical POV the chiprate is not important, in other words that it hampers roaming but in and of itself from a design POV this will not cause problems for Q. The difficulties for Q will come from understanding these newfangled antennae, the asynchronous pilot, things like that that really are different from IS95. The basic CDMA stuff is well, basic CDMA stuff so that won't cause problems. I think you'll see Toshoba, Sharp, Denso, all these CDMAone licensees working together with QCOM to bring WCDMA product to market, that's what I said. In the process Q will figure out what's going on. I'm sure you don't think the Japanese will have trouble recognizing who Toshiba, Sharp, Mitsubishi, etc are, so that brand name thing won't be a problem. And by then these same companies will have CDMAone/2000 phones all over Japan. ANd you don't think the Japanese are hoping to use this NTT project as a way of gaining expertise and have some sort of plan to take global mktshare from the Europeans do you? You won't see any agreement between NTT and QCOM other than a license. But don't forget Q controls who gets to make ASICs and who doesn't. No other company has this power to my knowledge. ANd those royalties will probably be quite hefty, unless Q has been lying about WCDMA royalty rates, so they'll help mitigate the situation if CHina never develops CDMAone. So yes..I think it's a good thing for QCOM. Japan will be 100%CDMA. You've said repeatedly that Japan is leading the way. I like that. IS it as perfect a world as it would have been if QCOM had gotten everything it wanted. No of course not. But who lives in a perfect world? BTW I happened to notice that QCOM is not the only company that didn't report sequential revenue increases, which isn't to say I think Nokia is doing badly, or that QCOM doesn't have to prove itself. Dave