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Technology Stocks : Nokia (NOK)
NOK 6.140-7.5%10:33 AM EST

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To: Mr.Fun who wrote (3813)3/23/2000 8:33:00 PM
From: Wyätt Gwyön  Read Replies (2) of 34857
 
First, NOK made more than 1 out of every 4 handsets sold in the world last year.

What is their CDMA market share? About 1 in 10.

Finally, as long as the Asian competition buys Q's expensive chipsets, their costs will be higher, not lower.

What do you think NOK's effective margin was in CDMA handsets when you factor in all the rejected handsets with software bugs? "Inexpensive" yet "defective" is "expensive". In case you didn't notice, MOT is now QCOM's fastest-growing ASIC customer. Guess they like the same disadvantageous ASICs as the Asians.

Q's patent claims are not nearly as strong for W-CDMA as for CDMA2000(1X,3X and HDR).

By itself, your statement is meaningless. Unless you provide evidence to back up your claim, you have said less than nothing.

This is why Q stock keeps falling back to $125 after every feeble rally.

Hmmm, is that what you say to justify why you missed the greatest one-year rise ever for an S&P 500 company? Can you say major opportunity cost? Keep listening to Tero.
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