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Technology Stocks : Nokia (NOK)
NOK 6.080+0.4%3:59 PM EST

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To: tero kuittinen who wrote (962)9/4/1998 6:29:00 AM
From: Maurice Winn   of 34857
 
C'mon, flattery won't get you in my good books: "...of geeks bearing gifts". I've tried looking really intellectual, but this might be the first time I've achieved geekhood. All crumbs accepted. Do I really remind you of $ill Gates? Gee! Thanks.

Far be if from me to try to do other than represent my interests in an honest way. Trojan horses do not come from NZ. I'm sure you realize there is a natural conflict of interest between L M Ericsson and Nokia and you have said as much with prideful comment that 50% of sales in Sweden are now Nokian. Or thereabouts. And gaining ground quickly.

You know, there really is synergy between Qualcomm and Nokia. Qualcomm produces the IP and Nokia the handsets. Leave L M Ericsson out in the cold. We don't need them at all. Don't you think Nokia could handle a hugely enormous demand for cmdaOne and cdma2000 handsets? Don't share it with L M Ericsson. Motorola is fading. The Koreans are in trouble.

Perhaps your suggestion of a rift between LME and Nokia is in Nokia's interests. Good idea. You are one smart cookie.

You don't really think LME doesn't need Qualcomm's IP. I'm sure you have read enough about all the licencees who have signed, including Nokia. You don't really think Nokia is so stupid that they signed an agreement to pay cdmaOne royalties which was unnecessary.

Having spent many years in major international corporations [the oil industry] I can assure you that simple stupidity is sufficient to explain a lot of bad circumstance for a company. Perhaps the LME comment was pure rock'n'roll. Perhaps they simply like to be belligerent, antagonistic. A bit like a Rottweiler can't help itself. They just have to bite people - and other animals.

I think it is time for Nokia and Qualcomm to form a global cdma2000 development and marketing synergy. No international standard is needed. The two can define the standard, supply most of the market and the others can simply follow that standard or miss out. Of course, Lucent, Nortel, Samsung, NEC and others would be in too, but the lion's share could go to the big ones; Q and Nokia.

Who needs L M Ericsson? Certainly not Nokia. Probably not Qualcomm.

Good idea Tero, thanks! You're a genius - where can I send gifts? Myrrh, incense, stuff like that.

Maurice
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