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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mr.Fun who wrote (20052)	3/13/2000 7:38:00 PM
From: Uncle Frank	of 54805

It's always a pleasure to have you stop by, Mr. Fun. >> Having witnessed Tero's long-standing abuse on the Nokia thread by the monomaniacal QCOM crowd, I can understand his over-sensitivity (some might say paranoia) here. I think he got a pretty fair shake on G&K, particularly in light of the fact that 95% of us own Qualcomm. We enjoy having company experts present their views, and intelligent discourse is always welcome. >> It is evident in Nokia's handset operating margins, which at nearly 25% are 4 times higher than any other competitor I am guessing that Nokia's handset operating margins are at such high levels because they manufacture their own chipsets. This is precisely their dilemma with respect to cdma. They are far behind in cdma handset development despite being one of the earliest cdma licensees, because they have been unsuccessful in designing a competitive chipset on their own. As a result, Nokia has not gained a significant share of the fastest growing segment of the wireless market. But if they solve the problem by purchasing chips from qcom, their handset operating margins will dive to the level of their competitors. jmho, uf

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