OT: Tero,
You've obviously spent a great deal of time researching and following the wireless industry as it relates to NOK, Ericy, and Qualcomm.
I'm curious, knowing the trends in place, why are you so dead set against Q and choose to stubbornly fly the NOK flag? In 2 to 4 years from now, do you really see NOK being able to hold on to their market share and margins while an army of well financed, fiercely aggressive and competive ASIAN handset mfgrs begin flooding the market with phones that are just as stylish, as fully functional, and probably selling for less Kronas?
I mean, let's face it, NOK is good at what they do RIGHT NOW. They've definitely exploited the incompetence of the competition up to this point. But nothing lasts forever, and the Koreans, Taiwanese, Japanese, and Chinese are working hard and are coming up fast. One can even argue that the Asians already are eating NOK's lunch in the fastest growing and soon to be dominant technology of CDMA.
Tero, I don't mean any disrespect, but I just can't see how you can thumb your nose at Qualcomm, when anyone who knows anything about wireless technology sees the writing on the wall; CDMA is where the world will be shortly, and everything else is a legacy that will be replaced by CDMA. Q owns CDMA. Q is the next MS, and Intc put together and multiplied by a soon to be seen exponent. It's so obvious, but you for some reason choose to disregard the obvious, and stubbornly cling to a company in a soon to be very competitive, very commoditized business.
The future is in place with Qualcomm, whether you look at it from a technical standpoint, a standards standpoint, or from a marketplace standpoint. NOK will do well in the SHORT TERM, but how about 2 to 4 years from now? Q's future is set. NOK's future is not. The competition will eventually be climbing over the castle walls.
Surely you see all this coming to fruition...or am I missing something?
Verve |
