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Technology Stocks : Nokia Corp. (NOK)
NOK 6.835-1.1%Nov 7 9:30 AM EST

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To: quartersawyer who wrote (3945)5/29/2006 9:13:15 AM
From: elmatador  Read Replies (1) of 9255
 
The pickings are becoming slimmer and the fight for the diminishing returns gets tougher.

Nokia needs to make a lot of money to subsidize the infrastructure part. Q see that money and may want more of it rather than see that money going to Nokia keeping employees they don't need in the payroll.

Note that QCOM dumped their network infrastrcuture long long time ago. So they know that the network part is riding the coat tails of the other bit.

Note that NOK being a brand management company needs to carefully manicure its image and they don't want to be associated with anything that looks 'bad'. Like sacking people by the thousands. That's one of the reason they need to keep the infrastructure part of the business.

NOK now needs to fight hard and harder for the market share. Now needs to go out of the Elizabeth Arden circuit: New York, London, Paris and thread where the others die harders have been for many years. Africa and Middle East. That's the reason they wanted Siemens" not for technology. they want to lay their hands on the business relationships Siemens has in those parts of the world. Alcatel also has then owing to the fact that it has a lot of former colonies.

It is a brave new world for NOK from here onwards.
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