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Technology Stocks : Nokia (NOK)
NOK 6.640-0.4%12:58 PM EST

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To: tcd who wrote (3134)12/30/1999 4:52:00 PM
From: Terrapin  Read Replies (1) of 34857
 
There is much speculation that Nokia will be forced to buy ASICs from QCOM. In light of the partnership with IDC and their own in-house development efforts this may not be the case. Whether or not this is a good business decision is something for the investor to decide.

Tero might be compelled to remind people of CDMA's small slice of the wireless pie. Others will respond that CDMA is growing very rapidly and is the imminent replacement to all other technologies. Whatever. It is good to know that Nokia has options in its on-going efforts to supply this market. I am betting that Nokia's management is savvy enough to not let any market worth their time to slip through their fingers.

Long on Nokia,
Terrapin
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