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To: tero kuittinen who wrote (1844)	4/30/1999 10:09:00 AM
From: DaveMG	Respond to of 34857

If Qualcomm is so important for W-CDMA how come everyone is spurning them? Why then did Ericsson settle ? I've been hearing this "handset market will fragment between a dozen competitors" argument for about a decade now. It has always somehow failed to happen. That doesn't prevent Wall Street from making the same forecast over and over again And we've been hearing that QCOM is finished for how long? These are collaborations, not deals as of yet it seems to me. VOD has been working for years with QCOM. It seems that of all the carriers they will understand the merits of the various technologies the best and that their desires will certainly have influence in ETSI. WIdeband and narrowband only refer to the spectrum allocation I believe so in this respect I think you make a mountain out of a molehill. These are strategic alliances that have as much to do with marketing as anything else so I don't think one can necessarily infer technological leadership as a result. I assume that all sorts of devices will operate on WCDMA networks, not just 2000$ video phones so that argument doesn't hold water I think. What is obviously true though is that GSM will be around for a long long time. Mobile data is in its infancy in USA - but not so in the leading GSM markets. The 2-3 year lead in data expertise GSM has over CDMA doesn't seem to be closing. Nokia's first GSM internet phone debuted three years ago - Sprint still doesn't even offer data on its network. The 7110, Nokia's third generation internet model weighs under 150 grams, features a week-long stand-by time and has already cooperation agreements with CNN News and Yahoo search engine. It incorporates WAP technology. It will retail way below where the first-generation CDMA smartphones are introduced at. We'll see where the data competition is at during the second half of this year. This may remain true for another year or two but that's it. And once again, where is that tri mode Nokia CDMA Qualcomm killer that was going to have an insurmountable early to market advantage? Dave

To: tero kuittinen who wrote (1844)	4/30/1999 10:44:00 AM
From: Jim Lurgio	Read Replies (1) \| Respond to of 34857

Tero The Japanese, Korean and Chinese have so far turned to Ericsson and Nokia for W-CDMA expertise, And who has Nokia turned to for help ? A quote from the Vice President of Nokia. "Nokia is committed to furthering the development of third generation technologies, which will herald the era of a true Wireless Information Society. In addition to Nokia's own core development of third generation, we place great emphasis on additional R&D, including co-operation with key industry players," said Ahti Väisänen, Vice President, Third Generation Technology, Nokia Mobile Phones. "Nokia believes that its work with InterDigital over the next several years will complement its own development of third generation products," he said. wwwdb.nokia.com

To: tero kuittinen who wrote (1844)	5/1/1999 12:45:00 AM
From: Bux	Read Replies (1) \| Respond to of 34857

Tero, I'm surprised you still have the nerve to continue to post your pro-european, anti Qualcomm propaganda. Qualcomm spent 1998 trying to force W-CDMA to abandon the chosen chiprate. Nokia and Ericsson spent the year working on W-CDMA development with the chosen specs. Time will tell which approach was more productive. I'm not going to waste my time looking up all your old garbage posts but in 1998 you were so sure that the share price of nokia would crush Qualcomm that you stated it almost as if it were fact. Looking back, we can see that nokia has appreciated about 125% over the last 12 months, that's a good return. But in that same period of time, Qualcomm has returned 250% and the future of CDMA is looking brighter than ever. You are locally famous on SI for saying "Time will tell" but you never mention it when time eventually proves you wrong. Tero, your best qualities are that you write well and you write convincingly. Unfortunately, you are so jaded that you fail to see reality and your well-written posts are not only useless for investment purposes, they are dangerous to those who take your word as gospel. I feel for the otherwise intelligent people who were persuaded by you to not invest in Qualcomm last year. The fact that you are still coloring and interpreting the facts to suit your bias for European companies shows that you do not learn easily from your past mistakes. Qualcomm is the cellular gorilla with all the important CDMA patents and associated royalties. No one is going to take that away from them. I have one question for you. Let's see if you can answer it without being evasive. If Qualcomm is not important regarding W-CDMA, then why will QCOM receive far more royalties from the future sale of W-CDMA equipment, chips and phones than any other company in the known universe? Bux