SI
SI
discoversearch

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.
Technology Stocks : Nokia (NOK)
NOK 6.730-0.7%Nov 14 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: tero kuittinen who wrote (4480)4/29/2000 1:02:00 PM
From: Peter J Hudson  Read Replies (2) of 34857
 
Tero,

Your comment about Fins holding a grudge goes a long way towards explaining your obsessive bashing of Qualcomm. I would be interested in knowing what QCOM did to create the grudge.

I am very happy with NOK's performance this quarter as it is becoming a larger & larger % of my portfolio, but I am still concerned with their future in CDMA. We keep hearing that NOK will come out with a strong CDMAone line-up in the next couple of quarters, but it just doesn't materialize. Is NOK going to compete in the CDMA based 2.5G market? I think saying that the expanding IS95 market is too small to worry about and NOK doesn't need it is silly. Whether Nokia buys chips from QCOM or not is irrelevant. Nokia needs to demonstrate the ability to successfully compete in the CDMA market. Even if you believe that CDMAone and 3G-CDMA are so different that that success in one is independent of the other, which is a stretch, you must agree that Nokia can't ignore the IS95 based portion of the wireless world going forward. Please explain what you expect Nokia to do in regards to the CDMA 2G & 2.5G markets in the future.

If Soros fund managers got burned trading QCOM they deserve what they got. If they had any vision they would stick with the investment.

Pete
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News