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Technology Stocks : Nokia (NOK)
NOK 6.035-9.1%Nov 19 3:59 PM EST
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To: carranza2 who wrote (16676)11/20/2001 4:54:13 PM
From: 49thMIMOMander  Read Replies (1) of 34857
 
<1.- Nokia is wedded to making its own chips. >

Quack.. Nokia is wedded to Texas Instr in the sweet spot of 300mm fab pizzas, DSP architecectures,
optimized function all the way to the operators and even the individual non-subsidized end-user.

<2.- Nokia is becoming chronically late with implementing technology. >

I think Rajala put it well with his/her premature whatever it was.

<3.- I don't think that Nokia's recent small loss of market share is necessarily indicative of a long term problem.>

Agree, one need to handle both size and timing, and it also has to swing, or it aint mean a thing.

Ilmarinen

P.S. I'm a big fan of fabless chip design, but as long as the battery is the main limited source of
electrons, the sweet spot is a matter between Nokia and TI, difficult to split the thing in
three parts. (skipping the dimension of operators doing the subsidizing trick in imature
markets)
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