Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

3:59 PM EST

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To: tero kuittinen who wrote (19756)	12/15/1998 10:08:00 AM
From: brian h	Read Replies (2) of 152472

Tero, Are you now a partner with Bill Frezza? He gave up his column in pursuing of investment management business. Now you seem to pick up his legacy as a columnist by advocating Nokia (as Bill was for Ericy). You seem to pick up all current problem events on ERICY, QCOM, and MOT at the expense of NOKIA's handset business and a tiny successful market share of 1800 mhz GSM infrastructure business (in you word - A "controlled" business which is counted as a small fish among a global (900 + 1800 GSM, TDMA, 800 + 1900 CDMA) infrastructure business. And Nokia seem to do fine to be a small fish in infrastructure business facing up giants such as LU, MOT, ERICY, and NT, etc. Nokia does not have to be the number one in this business just yet? Nokia must make a killing in this infrastructure business also without considering economy of scale? Your statements concentrated so much on NOKIA's handsets business and current events of ERICY, MOT, and ERICY's problems. How about LU? Is that the goal how you measure NOKA up eventually with LU's market value? Or simply LU does not report any problem just yet therefore you do not have anything to offer? Brian H.

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