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Technology Stocks : Nokia (NOK)
NOK 6.480-0.2%Jan 9 9:30 AM EST
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To: Eric L who wrote (17422)12/18/2001 3:01:00 PM
From: Ramsey Su  Read Replies (2) of 34857
 
Eric,

don't just listen to Nokia side of the story. common sense would tell you that while Nokia and GSM enjoys the economies of scale right now, that has nothing to do with totally different products down the road. In fact, those 500 wcdma handsets that docomo is using probably cost more than all the 1x handsets in Korea combined.

As for contents, do you know there are over 150 brew apps in Korea right now? How many are there for GPRS?

Have you given it any thought as to where Sprint may be today if CDMA does not work? They had invested their entire company future in cdma. Now it is a similar situation for AWE and Cingular. They invested their future in a dead end, knowing today that the best they can hope for is an inferior product while being a few years late to market.

Eric, that is the type of bonehead management which brings down US icons such as Xerox, Polaroid and soon ATT.

Ramsey
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