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Technology Stocks : Nokia (NOK)

NOK 6.910

-0.9%

3:59 PM EST

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To: elmatador who wrote (15440)	10/2/2001 7:07:55 AM
From: Eric L	Read Replies (1) of 34857

Matador, << The Fortress America is being built and Siemens is sneaking in with a partnership with MOT. >> Shades of 1997. Ericsson and Nokia each looked east to Japan and allied with DoCoMo and so the compromise of the GSM MAP network and the WCDMA radio interface became a reality. Siemens and Alcatel looked west and allied with Motorola. Lucent did its own thing with Qualcomm. 3GIG became 3GPP. WCDMA (DS) and TD-CDMA in the UTRAN. Nothing new under the sun except the Sony Ericsson JV, except perhaps a more formal survival strategy between MOT & SI. Perhaps ALA/LU will also happen, but wasn't that tried already? Perhaps this is all for the good. << NOK will -most likely- not align itself with anyone. >> Probably not but somebody will start a CSCO rumor again. - Eric -

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