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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: freeus who wrote (24554)5/11/2000 12:35:00 PM
From: gdichaz  Read Replies (1) of 54805
 
freeus: Note the flip side of Qualcomm's focus on data and the wireless / internet nexus is that Nokia gets much of its income from boxes - handheld phones - in the current wireless tornado GSM and TDMA voice - and is very weak in the connection to the internet.

That is particularly the case as long as Nokia refuses to use "Q inside".

So the future of Nokia is of increased and strong competition as the world moves to data as the key.

Not a slam dunk.

Best. Cha2
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