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Technology Stocks : Nokia (NOK)

NOK 7.030

+1.7%

3:59 PM EST

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To: slacker711 who wrote (2620)	11/3/1999 10:11:00 AM
From: tero kuittinen	Read Replies (2) of 34857

Slacker - what do you think will happen to those chipset margins if Q keeps losing market share at this pace? They can bleed their current clients white - and that's good for the immediate future. But if the momentum shifts towards Nokia and Motorola (which the numbers are now indisputably showing is happening) how much good will that do? Sanyo et al will also retreat from the American CDMA market if they can't cut it. Sony already did. Are you suggesting that Qualcomm is being honest and fair in saying that it sells chipsets to "the world's leading CDMA handset and infrastructure manufacturers"? Are companies like LG really world leaders? I thought that Qualcomm is selling chipsets to all but the leading handset manufacturers. Can you clear this up for me? Tero

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