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Technology Stocks : Nokia Corp. (NOK)

NOK 6.945

+1.6%

3:19 PM EST

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To: Eric L who wrote (2408)	8/28/2002 8:27:43 AM
From: Sam Salomon	Read Replies (1) of 9255

I have just received GL's book. I only had time to briefly peruse a page about QCOM and there he really blasts them about their marketing, e.g. - undue (in his opinion) emphasis on spectrum efficiency vs. operator revenue enhancing functionality (e.g. SMS) - tactically unwise (in his opinion) comments by IJ at the GSM congress about late WCDMA roll out (was discussed by yourself at the time) - ambiguous (in his opinion) CDMA standards My layperson opinion is that any critique of marketing should be taken most seriously. However, I do not know what the "real" importance of spectrum efficiency is for carriers, whether the importance is the same for all carriers, whether there are differences between certain carrier groups in this area and whether the fact that CDMA seemed to have been late with certain features (e.g. SMS, SIM) will be a long term (and not just medium term) negative for QCOM. BTW I will be in the San Diego area shortly. Is there anybody who one can have access to as an outsider and with whom one can lead an intelligent discussion about these topics? Sam

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