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Technology Stocks : Nokia (NOK)

NOK 6.790

+5.0%

3:59 PM EST

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To: tero kuittinen who wrote (2625)	11/3/1999 5:11:00 PM
From: Valueman	of 34857

The most likely explanation is that Nokia and Motorola are taking market share as fast as they can ramp up production. You can argue that they are not doing so well - but the numbers don't back you up. I don't know what is Qualcomm's current chipset market share. But it is coming down fast and hard. You can always shrug this off and point to the licensing income. But I don't think the current P/E ratio will tolerate underperforming chipset unit in the long term. The great profitability of the chipset unit is not the question - the question is whether that profitability can coexist with rapidly declining market share. Such a hoot! The Nokia 6185 is an absolute disaster. Have they even started selling it again after the "stealth" recall? Nokia is stealing nothing in the CDMA world. Even a diehard Nokia fan has to admit that. How many CDMA phones did Nokia sell? Better yet, how many were returned? Tero, it is a point you can't spin around--Nokia's CDMA offerings suck--period.

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