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Technology Stocks : Nokia (NOK)
NOK 6.155-0.4%10:59 AM EST
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To: LarsA who wrote (7497)10/10/2000 4:48:14 PM
From: Caxton Rhodes   of 34857
 
yes it makes sense, if wcdma doesn't go, and there are lots of reasons to think it won't (higher cost, lower performance, higher royalties), nok isn't gonna be a major 1xeV supplier. In short, WCDMA potential market share is wide open to 1Xev and all Nok can do it lose if WCDMA's potential market share goes down.

The rubber is hitting the road, we'll see what happens. I prefer to bet on superior technology and lower cost than politics.

Wildcard maybe if Nok signs some sort of sweatheart deal with Q.

Caxton
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