CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 171.02

-1.5%

Dec 31 3:59 PM EST

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To: Maurice Winn who wrote (770)	9/14/1996 8:10:00 AM
From: tero kuittinen	of 1819

Maurice, Maurice... You've been rehashing those old statism/fascism claims of yours again. It's too bad; this could be a great thread without those outbursts. There's a thin line between quirkiness and barminess and it looks like you're determined to tread it. Let's review some facts about European cellular phone companies. The two giants (Nokia and Ericsson) both hail from Scandinavia, so any talk of fascism is utterly out of line. The case for statism is even flimsier. The reason these two Nordic companies have been so succesful is the early DEREGULATION of telecommunication markets in Scandinavia. That's right. Deregulation. That cornerstone of free market system. So any kneejerk response of spouting off about statism in connection of European mobile phone companies makes no sense whatsoever. They have earned their success through hard work and excellent R&D. The fact that they now both support GSM makes them neither statist or fascist. They are simply backing a winner: the latest projection by Dataquest predicts that the number of GSM phones will expand from 15 M to 100 M in the next five years. Now what was that analogy about B&W and color televisions again? Remember what I said about the severe market share erosion of Motorola a while ago? It seems that it is only worsening. The latest consensus is that the global handset market share of MOT will plummet from 40% to under 35% this year. While Nokia's will be boosted from 20% to 25% and Ericsson's will rocket from 8% to 12%. Motorola's inability to compete in the digital handsets is also finally catching up with its stock price. It has been outpaced by the Scandinavian companies clearly this year. The price difference between Motorola and Nokia has gone from 21 dollars to 6 dollars in just a couple of months. And this is the company that's supposed to lead the world into the brave new CDMA era? Oh please. Motorola is losing share to the fascist European companies even in its own home market. They can't move the digital phones and everyone's switching away from the analog ones. Analog phones always were the strongest suit of Motorola. So perhaps you could compare the ongoing shift with the black and white / color television transition a couple of decades ago... but perhaps not quite in the was intended. Tero

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