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Technology Stocks : Nokia (NOK)
NOK 6.550-0.9%Jan 16 9:30 AM EST
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To: DaveMG who wrote (1821)4/21/1999 11:15:00 AM
From: tero kuittinen  Read Replies (1) of 34857
 
Please - take a look at Qualcomm's product line-up and point out the design highlights. Or leading specs. The handset defect rate in 1998 was high - you know it as well as I do. Companies learn and companies change. It's a judgement call in which cases you believe in the change and in which you don't. The sales growth Qualcomm showed during 1Q was substantially below the overall CDMA phone and chipset sales growth. There's a phrase for it: market share erosion.

Best of luck with your investment. I'm not upset if Qualcomm succeeds. But I don't see what's the excuse for having lower sales growth than Nokia - a company that has much bigger sales and should find it harder to grow rapidly. If a smaller company can't outpace the industry leader in sales growth its prospects get increasingly dimmer with time. Nokia caught Motorola by showing several times higher sales growth for extended periods of time. That's the only way a challenger can pose a credible threat to a bigger company.

Tero

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