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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: John Biddle who wrote (56184)12/22/1999 10:38:00 PM
From: steve mamus  Read Replies (2) of 152472
 
Good post. I own NOK in addition to QCOM. I will probably dump NOK. Interesting piece early this AM about 5 minutes after midnight on thestret.com...raises ongoing concern with regard to NOK's fumbling of CDMA...will they keep up to speed with data as opposed to voice part of the equation???I have my doubts. Will the mighty Kyocera/QCOM combination blow NOK out of the water...as a shareholder of NOK I am concerned. Will this be NOK's achilles heel?? I really don't care about ancient history - the question is front and center how competitive will NOK be going forward...this is my concern. I know that everyone including all of the big houses love NOK but is the story getting old??I wonder. I also agree with other posters that in a dogfight give me the Asian contingent and not the Northern Europeans. I bet unless they make nice with QCOM that ERICY and NOK may get a very rude wake up call from the land of the rising sun and the home of the best zoo on the planet. Everyone keep up the great posts.

Steve
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