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Technology Stocks : Nokia (NOK)
NOK 6.835-1.1%Nov 7 9:30 AM EST

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To: Jim Lurgio who wrote (2913)12/4/1999 3:48:00 PM
From: Caxton Rhodes  Read Replies (1) of 34857
 
Jim- Q buying GSM technology for roam capable asics is a no brainer. Several of the Q execs have said so. The big moves in Q will be due to:

1) handset deal and with whom
2) China cdma deployment
3) who does Q buy, or team with, for GSM chip technology. The sooner Q makes tri-mode chips the better.
4) HDR deployment
5) cdma carriers emerging in Europe with roaming agreements

IDC is a no never mind that may get a small piece of the pie, or whatever they can snivel out of the players. IDC ain't a player.

Caxton
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