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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: Chris Petty who wrote (1191)	12/4/1998 8:33:00 AM
From: tero kuittinen	Read Replies (2) of 34857

But I still don't get this "if Qcom hasn't been increasing their manufacturing capacity significantly". That is exactly what mobile phone companies do. That's their reason d'être, that's the core of their business - increasing manufacturing capacity significantly. You can't be in this line of work if you can't deliver explosive growth - the overall market expansion will bury you. There is a big story here - but what is it? Is it Qualcomm's quality control that has hamstrung the growth? Or are Sony and Samsung much more popular than has been thought? Or is the growth of GSM and TDMA actually keeping pace with the growth of CDMA, so that the balance of power in USA is not shifting in the way that pundits expected? Next quarterly results will be extremely interesting. Tero

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