Nokia (NOK) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK)

NOK 6.465

-0.5%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (2623)	11/3/1999 1:15:00 PM
From: DaveMG	Read Replies (1) of 34857

I don't know how "alarmed" one should be about ASP erosion in chipsets. Q still managed impressive margin growth despite price erosion. Of course prices are plummeting, volumes are exploding. Q has made it clear they can't compete in the handset game, that without royalties advantages they're in fact losing money. Presumably the buyer will be a larger manufacturer, somebody who brings economies of scale to component buying. Is Q gonna make deal without an ASIC arrngement? I doubt it. Tero...Lets talk about Q's weakness when we see who the buyer is. At that point we might have some "real" info...

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next