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Technology Stocks : Nokia (NOK)

NOK 5.935

+1.1%

Nov 21 9:30 AM EST

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To: DaveMG who wrote (1537)	2/25/1999 1:02:00 PM
From: tero kuittinen	Read Replies (3) of 34857

Frankly, I think Ericsson and Qualcomm deserve each other. There's something faintly satanic and scarily similar about the way these companies scheme, manipulate and prevaricate their way through the telecom world. I don't mean this in a negative sense. And the alliance would be really interesting. We'd get some headlines for the whole sector, instead of those interminable Amazon/Microsoft articles that business journalists are churning out daily. Ericsson can't catch up in IS-95 without some help, and the US market is big enough to make CDMA handsets a good part of the overall product portfolio. And Qualcomm has little hope of selling any W-CDMA gear without some help - they are not able to move even IS-95 network equipment, even though they created the standard. If W-CDMA and cdma2000 remain separate standards, Qualcomm does not have the R&D resources to catch up with W-CDMA if it concentrates on cdma2000. So it would make sense and maybe finally provide Nokia with an opponent that can put up a market share fight. We can always dream. Tero

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