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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: ehopper who wrote (5240)	6/4/2000 2:24:00 PM
From: carranza2	Read Replies (1) of 34857

The heart of the problem and of the debate lies in the fact that Nokia, while a brilliant builder and marketer, does not have as its heart and soul the engineering drive that the Q clearly has. As CDMA has become a formidable force in the wireless market, Nokia has chosen to fight it instead of allying itself with Q and therefore capture the benefit of Q's engineering prowess. Nokia could have easily been dominating a substantial part of the CDMAOne handset market if it wanted to by buying ASICs from the Q. It could also be offering its customers a choice of evolutionary paths to 3G. Instead it has boxed itself into a corner. It will clearly do something at some point to get out of the trickbag it's in. The Q's stock price will rocket when that happens. And it will happen at some point in time. "Pay me now or pay me later"

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