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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: brian h who wrote (1763)	4/14/1999 9:49:00 AM
From: tero kuittinen	Read Replies (3) of 34857

Brian - I had 30'000 cumulative hits on my columns in January. I'm in e-mail contact with about twenty people working for US operators or retail stores from New York to Florida to Texas to California. If 15 out of 20 of these sources tell me that leading US operators are backing away from Qualcomm phones as fast as they can it doesn't take a rocket scientist to draw some conclusions. Why don't you just call and send e-mail to a couple of retail stores in different states and ask how Q-phone is selling? This is a model that debuted just a few months ago. You are going to hear some pretty colorful language - I have picked up several new colloquialisms. I'm especially impressed by those idiosyncratic Cajun curses - too bad I can't work them into columns since the websites are family-oriented. While you're at it, ask about Motorola's CDMA Startac as well - it's demolishing the competition among high-end CDMA handsets. So much for the headstart Sony, Samsung and Qualcomm had in the CDMA phone market. As soon as Motorola and Nokia enter with full force the US operators throw their full weight behind them. The consumer awareness of Startac and 61xx series is through the roof. We know how GSM and CDMA compete head-to-head - Hong Kong and Singapore have provided test matches for quite some time now. CDMA phones have had zero impact on GSM sales in these countries. Australia will tell us more this year. From what I hear the GSM sales are as hot as ever during 1Q 1999. The innate superiority of IS-95 over GSM is something consumers are having a hard time to notice. Nokia has financed one or two of all of their dozens of network customers - the total sum is less than 100 million dollars. That's less than 1% of the network system sales. It's certain other infrastructure equipment providers that are exposing themselves to third world risks. Not that Wall Street cares right now. Tero

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