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Non-Tech : The Critical Investing Workshop

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To: Jenne who wrote (7511)	3/15/2000 3:16:00 AM
From: Jim Willie CB	Read Replies (2) of 35685

on QCOM where and when? really tough call been talking to various people, mainly 2-3 informed types giving credit to them as being quite resourceful NOKia announced a gradual shift in commitment to CDMA at recent analyst meeting last Friday but their actual business operations are incompatible with stated intentions and goals Robert exited meeting at 2:30pm Friday (catch timing) NOK is not on top in CDMA phone market share NOK has nothing, zip, nada, in way of CDMA phone offerings they are top dog in all other phone types Christmas sale season is 7-8 months away NOK in no way is gonna blow their Christmas season getting NOK's mfg for new CDMA phones will not be immediate NOK has a couple months to wake the hell up wisdom of dual mode design only complicates the process NOK must capitulate and purchase CDMA chipsets from QCOM NOK is not gonna allow their #1 position to erode and disappear NOK knows that CDMA is the future my conclusion: NOKIA news of major deal could happen within two weeks, or at most two months effect: could be worth anywhere from 40-100 pts for theQ just the thoughts and conclusion of a tech sharecropper / Jimmy Jackass

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