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Technology Stocks : Nokia (NOK)
NOK 5.930+0.9%10:40 AM EST

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To: Maurice Winn who wrote (3204)1/5/2000 1:48:00 PM
From: gdichaz  Read Replies (1) of 34857
 
Maurice: The competitor to watch re NOK is KYO.

Expect that the close relationship with the Q, the very strong CDMA base for phones and CDMA services in Japan (and JV in Korea), then Brazil, etc,etc. give Kyocera many advantages vs Nokia.

Nokia is a strong, well managed company and fast on its feet, but seems to be stumbling re CDMA.

Nokia has zero CDMA infrastructure presence, little CDMA handset success, and will be left at the starting gate on CDMA data upgrades toward CDMA 2000 unless Nokia starts using the Q's ASICs (and may or may not happen - pride is a difficult hurdle to overcome - despite Marx's idea of economic determinism)

Best.

Chaz
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