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Technology Stocks : Nokia (NOK)
NOK 6.160+1.5%3:59 PM EST

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To: tero kuittinen who wrote (4033)4/7/2000 7:15:00 PM
From: Maurice Winn   of 34857
 
<the postmortems on Q-phone, pdQ, Globalstar and cdma2000 weren't that far off the mark. As a matter of fact, I'd like to hear some explanation from people who hailed these projects as monuments of Qualcomm's mobile telecom expertise. These four projects have flopped so fast that many industry commentators are still in full-blown denial.> Tero, you have obviously confused Globalstar with Iridium. Globalstar is not morted. Come to think of it, neither is cdma2000 though HDR seems likely to slow the development and adoption of it.

The pdQ, I heard, is due for an upgrade by Kyocera pretty soon and it'll be much more impressive. The Q-Phone wasn't much success, but that's just one of those minor things from last century. Nokia has had some CDMA lemons, but they'll recover from those small dings.

QUALCOMM has a cunning approach, including setting up external competitors who might defeat the internal efforts [as happened with infrastructure and handset making]. Either way QUALCOMM wins.

Nokia has a more internal approach, trying to do an end to end job. So far, failing [on CDMA].

Maurice
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