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Technology Stocks : Nokia (NOK)
NOK 6.070-0.2%Nov 28 12:59 PM EST
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To: tero kuittinen who wrote (2044)9/1/1999 1:22:00 PM
From: Caxton Rhodes  Read Replies (2) of 34857
 
Tero-
Quite possibly the best two stocks to own in the next five years are qcom and nok. So at least you agree with me 50% huh? Your post on the fool forgot to emphasize the importance of ASICs to the Q.

The growth of cdma will be incredible and don't forget that the newbie competitors will be competing with the company that understands it best.

The important thing for the Q is the expansion of the cdma markets into the number one slot, not the specfic dominance of handsets.

Regarding handsets, with the thin phone, my guess is Nokia is a lot more worried about Q, than Q is about Nokia.

I love both of these stocks, and wonder why you tend to treat them as enemies instead of the likely dominat players in the handheld pc market. It seems quite obvious to me that neither has very much risk in the next five years, and Q's reward potential is huge (and much higher than Nokia). Nokia, if they continue to dominate the handset market should be an outstanding stock. Compettion is everywhere. Look out for those touchpoint phones, they look pretty hot. Sprint PCS should be receiving the thin in large numbers soon and we'll see who's phones sell. I've used the thin and it is a sweet phone period.

The cdma wireless life will be very, very good.

Cheers,

Caxton
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