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


To: slacker711 who wrote (2097)9/9/1999 11:51:00 AM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
I still don't see why Motorola and Nokia, the top two brands in the world, should buy chipsets from a company that competes directly with them in the mobile phone market. If Intel started making PC's you can bet your bottom dollar Dell and IBM would start shopping elsewhere. It has never been good business to compete with your customers. I doubt the economy textbooks will be rewritten on this topic anytime soon.

I'm not sure about the exact upgrade numbers - only that they have been going up every year. Crucially, almost everyone who buys an internet phone is an upgrade buyer - cherries go for simpler models. So the smartphone market potential might be directly linked to the size of the upgrade market.

Tero