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Technology Stocks : Nokia (NOK)
NOK 7.030+1.7%Nov 12 3:59 PM EST
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To: gdichaz who wrote (3249)1/13/2000 1:10:00 PM
From: tero kuittinen  Read Replies (3) of 34857
 
I'm not talking about the last ten messages - I'm talking about the overall content of the SI telecom messages during the last year or so. Sorry for not sticking to the theme of "Nokia and North American CDMA handset market" during every single post. We haven't made that a requirement yet.

Retreading same issues isn't useful. What *would* be useful is to discuss mobile operators and manufacturers in a wider context. Why were the US GSM operators up by 500-900% during last year? Why did Sonera pick up more than 200% and overtake General Motors in the market cap? How did Telefonica become such a hottie after last fall? What does that tell about the expectations markets are now placing on mobile data, developing markets and consolidation of the industry?

These topics have beend drowned under "CDMA is the future!" exclamations. Valid, interesting discussion on international themes has been suffocated under a putrid mound of overblown So-Cal hyperbole.

There is more than one way to get good returns on telecom investing; but the sinister hive-mind mentality has taken over nearly all SI telecom threads. I know you're an innocent victim of the "Qualcomm ASICS are the most important single issue of our times" brainwash program - I'm not blaming you specifically. But it's still painful that this thread is so much less than it could be.

Tero

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