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Technology Stocks : Nokia (NOK)
NOK 6.910-0.9%3:59 PM EST
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To: tero kuittinen who wrote (2633)11/4/1999 10:36:00 PM
From: Bux  Read Replies (2) of 34857
 
That's the interesting part for Nokia shareholders. Because no matter how many times mobile phone manufacturing is portrayed as "box-making" - year after year another company keeps biting the dust. Nortel, Lucent, Sony, Qualcomm... the list of companies in full or partial retreat keeps growing.

To my way of thinking, the interesting part about Nokia shareholders is wondering how much profit they would have if they were Qualcomm investors instead.

Tero, you are a slippery character and I'm surprised you are still preaching doom and gloom for Qualcomm. I'm even more surprised you still haven't figured out that Qualcomm never intended to be a handset maker or infrastructure provider. They entered these businesses to accelerate the growth of a superior technology called CDMA.

The Thinphone could easily sell for twice the price. Qualcomm lowered the price to increase handset competition and lower prices which will accelerate the adoption of CDMA by carriers worldwide. Remember, carriers subsidize handsets and handsets are a real part of the cost of rolling out a network. The cheaper the handsets are, the sooner the adoption of CDMA will be complete. Until you understand the business model that Qualcomm is operating under, your commentary should be relegated to handset reviews, an area where you actually have some expertise. Leave the investing advice to those who understand the dynamics.

Bux
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