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Technology Stocks : Nokia (NOK)
NOK 5.935+1.1%Nov 21 4:00 PM EST
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To: tero kuittinen who wrote (1857)5/2/1999 11:06:00 AM
From: brian h  Read Replies (1) of 34857
 
Tero,

You just did it again. Contradict yourself.

You can recommend dogs like Iridium and Globalstar and get sympathy if you're wrong.

Is that the fact? Or your opinion? I remembered you mentioned you did not think G* will not be a wild successful venture. Now what did you just write?

A funny thing is you kept mentioning GSM vesus CDMA. And kept mentioning ERICY and Nokia and other companies as GSM manufacturers that had all the market shares that can overtake Qualcomm as a single CDMA company out there doing CDMA. That is simply untrue. The facts are still ERICY just signed a CDMA license with Q. And Nokia was a licensee with Q a long time ago. Remembered I told you about the "Go" game. How do you know who is going to win when we are in the early stage of the game? Or may be I should say the game is still in the first inning and still has 8 inning to go using US favorite game-baseball.

The market is huge out there. The fact is GSM do not have a 3 generation future but to change to another name W-CDMA. Otherwise your Nokia and ERICY do not keep bringing up WCDMA as an advanced technology that their customers want. I will be patient to see Nokia to sign a license with QCOM regarding WCDMA. Hey may be Nokia does have some patents on CDMA. How many? May be Nokia started CDMA R&D a decade ago. Can Nokia make it work without QCOM's patents? Can it also match with QCOM's 150-300 plus patents? The answer is clear.
No.

I will be patient. Pay up or no WCDMA.

Best,

Brian H
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