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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 181.30

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Dec 11 3:59 PM EST

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To: William Hunt who wrote (1448)	7/27/2000 10:44:14 AM
From: Ramsey Su	Read Replies (3) of 196923

It seems to me Nokia's message is pretty clear. Nokia was at the right place at the right time, capturing a big chunk of the red, green, blue phone market. Now the GSM market is dead. Future quarters are going to be the worst. Handset is a commodity business subject to cyclical moves. Not only is it a product transition period, it is technology transition period. Nokia is totally unprepared for the next round. No chipset, no phones (except for some cdma phones from Telson), no market (GSM - WCDMA vaporware), no strategy. May be I am overly optimistic here but if I am Mr. Ollila, I would be trying to set up a meeting with Mr. Sulpizio of San Diego right now. Ramsey

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