Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tero kuittinen who wrote (19771)	3/11/2000 12:48:00 PM
From: slacker711	Read Replies (3) of 54805

You only need to look at Nokia's groundbreaking W-CDMA deal in Japan - it was not preceded by a 36 month PR build-up. They simply broke into a new major market and announced the deal after it was made. No hysterical rumor & leak build-up was deemed necessary. Hmmm....this isnt quite the way you characterized this on the Nokia thread. I believe that you pointed out that the press release lacked details or a time-table. What made you change your mind and decide it was "groundbreaking"? Regardless....I think that the news was big for Nokia. I was starting to get a little worried with the variety of deals that Lucent and Ericsson were announcing without a peep from Nokia. It is especially worrying when Ericsson manages to win business in Finland....though the size of each of the two deals is indeterminate (it could just be the Ericsson FUD maching working overtime). It's tough to tell what exactly came out of the analyst presentation....but it really seems like the Paine Webber went off on his own for his speculation on a Nokia/QCOM chip deal. The more interesting speculation (and more credible, at least to me) was on talks between Nokia and QCOM of a W-CDMA license. For those of us on the GG thread....it would be the final confirmation of Qualcomm's Gorilla status in the 3G space. One other question....Do you see a market for the mobile internet developing? By this I mean the ability to access the internet from a laptop....if this ever took off, it would severely handicap the GSM solutions. This is where you would need speeds above 40kbps (can anyone say HDR?).....you are right that current handsets wouldnt be able to take advantage of speeds above this. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next