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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: tero kuittinen who wrote (3048)	12/16/1999 12:18:00 PM
From: Mr.Fun	Read Replies (1) of 34857

Tero, It's actually a big stretch to blame Motorola's self-immolation in the infrastructure market on Q. In fact, Motorola did no better in CDMA than in GSM, giving up the vast majority of their business to Lucent (60%+ share of CDMA infrastructure) and NT (25% share, including the Airtouch business that used to belong to MOT). IMHO, Motorola's troubles can be traced right back to not having its own switching platform - if you want an example of how technology alliances can backfire, look at MOT's partnership w/ NT. Now it depends on ALA and CSCO for its switching and I don't see a happy ending. MOT's declining CDMA sales have alot more to do with being yanked out at Airtouch and losing almost every competitive bid for the last 18 months. In fact, MOT has held its own better in GSM, although it obviously has lost considerable share there too. I guess iDEN is the only race it can win.

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