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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: tero kuittinen who wrote (2044)	9/1/1999 12:32:00 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 34857

tero; NOK has consistently stated in their analyst conferences that the margins on current handsets could become, at worst, a tempoary issue due to value added services in the mobile market coming on line. Value added being email, internet connection, etc. We can see some of this benefiting NOK's bottom line already, but can you reveal what you've heard in the last month relative to the exploding of such services in Europe? Since Q gave their infrastructure unit to ERICY (which included engineers capable of developing in-house valued added svcs for Q) it seems that Q is now, unlike NOK, more dependent on others (LU, COMS, CSCO) to add WAP technology to their sets. NOK appears to have the technology agreements they need in place now. This places NOK at an advantage, so it seems. Of course, eventually, 3G handsets will carry a higher price tag than current sets and, consequently, higher margins.

To: tero kuittinen who wrote (2044)	9/1/1999 1:22:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 34857

Tero- Quite possibly the best two stocks to own in the next five years are qcom and nok. So at least you agree with me 50% huh? Your post on the fool forgot to emphasize the importance of ASICs to the Q. The growth of cdma will be incredible and don't forget that the newbie competitors will be competing with the company that understands it best. The important thing for the Q is the expansion of the cdma markets into the number one slot, not the specfic dominance of handsets. Regarding handsets, with the thin phone, my guess is Nokia is a lot more worried about Q, than Q is about Nokia. I love both of these stocks, and wonder why you tend to treat them as enemies instead of the likely dominat players in the handheld pc market. It seems quite obvious to me that neither has very much risk in the next five years, and Q's reward potential is huge (and much higher than Nokia). Nokia, if they continue to dominate the handset market should be an outstanding stock. Compettion is everywhere. Look out for those touchpoint phones, they look pretty hot. Sprint PCS should be receiving the thin in large numbers soon and we'll see who's phones sell. I've used the thin and it is a sweet phone period. The cdma wireless life will be very, very good. Cheers, Caxton