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Technology Stocks : Nokia (NOK)
NOK 6.035-9.1%3:59 PM EST

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To: A.L. Reagan who wrote (4166)4/13/2000 9:32:00 PM
From: gdichaz  Read Replies (1) of 34857
 
AL: Chuckle. Both Tero (beloved here) and Maurice (beloved, well, perhaps, maybe, somewhere - in the hearts of the long long term Qualcomm investors - for those of us who remember well) might just possibly, be given to a bit of overstatement "to make a point".

Not sure why that is Finnish or New Zealand or whatever, but it seems to be a fun characteristic.

For those of us who look at the wireless world as best we can, a few things seem clear.

Qualcomm is either in total, complete, charge of all repeat all systems beyond 2002, or it is not.

And the question is, if not, why not?

GSM has what economists call "sunk costs" but is Nokia "sunk"?

What seems clear to anyone who is awake is that Asia is the future in telecom. And the Asian manufactures will eat Nokia's lunch, breakfast, and dinner if Nokia keeps fumbling CDMA.

Done.

Best to all.

Chaz
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