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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: Peter J Hudson who wrote (4484)	4/29/2000 1:15:00 PM
From: tero kuittinen	Read Replies (1) of 34857

Right - and I guess you feel it's only natural that 80% of the messages on this board concern Qualcomm. Addressing those posts is "obsessive" and "bashing". Ignoring them is dodging the issue. As you have seen, during the 1Q 2000, second generation CDMA was either completely irrelevant or actively harmful to the profitability of phone makers. You can't point to a single manufacturer earning substantial profits from making IS-95 phones. When IS-95 market becomes meaningful from a profit perspective, Nokia should address it. Until that happens, major investment in this area produces the Motorola effect: low margins. In trying to portray the IS-95 market as somehow crucial to the profitability of Nokia, you don't have a leg to stand on. I can point to companies like Motorola and Sony as examples of how IS-95 investment has lead nowhere fast. If you still doubt that W-CDMA expertise is something entirely different: keep looking. Keep counting the W-CDMA deals of Motorola and Nortel. Tero

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