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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: tero kuittinen who wrote (4485)	4/29/2000 2:56:00 PM
From: Peter J Hudson	Read Replies (1) of 34857

Tero, Are we feeling a little testy today? >>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.<< And in addressing those posts have you ever found anything positive to say about QCOM or their management? >>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.<< AUDIOVOX >> 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.<< Motorola manufactures all flavors of wireless technology. You can't blame their low margins on CDMA. Nokia has stated that they plan to become the #1 CDMAone handset manufacturer. Have they changed their mind? Are you denying that Nokia is having difficulties successfully manufacturing CDMA phones? >>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.<< I never indicated that IS95 was crucial to Nokia's profitability. I am saying that IS95 is a large fast growing segment of the wireless industry that Nokia cannot afford to ignore. >>If you still doubt that W-CDMA expertise is something entirely different: keep looking. Keep counting the W-CDMA deals of Motorola and Nortel.<< Signing deals to provide W-CDMA before there is even a working prototype network seems pretty risky to me, and it certainly doesn't prove CDMA competance. Do these deals include timelines and performance guarantees or are they kind of virtual deals. I believe most of the deals are for GPRS with a W-CDMA when it gets here clause. Keep in mind that I am happy for every contract that Nokia gets, but I do believe it's in our best interest for Nokia to participate in the IS95 market. QCOM and Nokia should be partners not competitors. Pete

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