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Pastimes : G&K Investing for Curmudgeons

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To: tekboy who wrote (2988)	6/23/2000 12:38:00 PM
From: Eric L	Read Replies (1) of 22706

Ed Snyder speaketh again: radiowallstreet.com Says Nokia rumor NOT true at all ... OEM agreements les expensive way to do CDMA ... Nokia having trouble in CDMA, but ... Nokia fundamentals ... look to Cisco model ... noone can touch in handset space ... better multiple than anyone else ... 30% market share and gaining ... Could get to 40% ... 120 million to 140 million units to this year... China growing rapidly and good market for NOK. Re QCOM: Lack of Korean subsidies causing deactivations running ahead of activations. Forecast of 16 million will probably drop to 8 million actual ... Because of this suspects company guidance may lead to lower estimates next quarter. Lower margins (?) Other than this, says bad news out of the stock, QCOM has pretty good fundamentals so appreciation after QCOM hits bottom in 50's (repeating his last prognostication). - Eric -

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