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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (26957)	6/28/2000 11:29:00 AM
From: Mike Buckley	Read Replies (2) of 54805

Shamsaee, I might be wrong, but I gathered that Bux's thinking was from Nokia's frame of reference. If Nokia truly believes their IPR in WCDMA will be a competitive threat to Qualcomm that helps Nokia negotiate better rates, Bux's theory makes sense to me. And especially considering Nokia's CEO who recently addressed the issues that his is a large company that fosters a culture of believing what they want to believe, I can easily see Nokia being way, way out in left field (maybe in the bleachers) when it comes to reality. The company I used to work for was tiny in comparison, yet top management simply didn't understand what was really hapenning in the field and their scorecard (revenue and earnings) showed it. --Mike Buckley

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