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Subject:  Re: QCOM NOK again Date:  6/15/2000  3:15 AM
Author:  tlchiam Number:  2930 of 8788


Consider this set of circumstances: Portable Wireless Broadband data servies will be a slam-dunk, but consumers might reject what we now call the handset as the client device. Next week we should see the introduction of new wireless Webpads, and web-pdas. If this happens QCOM still wins and wins big, and the handset guys begin a painful scramble for relevance.

Perhaps you should check out This is one company that keeps Bill Gates up all night, and it is owned by the "handset guys."

When a technology starts to becomes a cultural phenomena and then when its adoption becomes a cultural expectation the rules of the marketplace change dramatically. This is the risk that Nokia faces.

Where did that come from? Could you please substantiate those statements? Yahoo posts don't count!

As far as I am aware of, many components that make up Nokia phones are made by American companies. Take your pick: Texas Instruments, RF Microdevices, TriQuint Semiconductor, Cree Research,

One thing I understand about Nokia is that it embraces open platforms and open technologies. Think Bluetooth, SyncML, WAP, Symbian and so on. Yes, that's a significant departure from the Gorilla-game paradigm (Royalty game), but heck, Nokia rakes in billions and billions hand over fist every year.

Nokia is about building the Mobile Information Society, although right now handset sales constitute a large portion of the total revenue. Furthermore:

Nokia's history has shown that the right decisions made at the right time breed success. We are confident that this vision and the courage to create new opportunities will help us achieve our targets as we move into a new era in communications.

I think this is key. Nokia will launch CDMA products when the time is right.

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