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

To: gdichaz who wrote (2217)	9/18/1999 2:03:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 34857

Hi Chaz,as one of the few openly bistockshual (go both ways--Q and NOK) people posting on these threads, I wonder what you think Q's exit from handsets will mean for NOK. With 50MM+ subscribers at year-end 99 and 100MM+ YE2000, scalewise CDMA should be coming off the back-burner. While NOK has portrayed themselves as an "arms merchant" selling to all parties, their lack of a strong CDMA handset presence or infra license suggests the reality is less agnostic. However, realizing that REALITY is an even bigger god than GSM, perhaps CDMA's impressive numbers and Q's exit from handsets will result in some rethinking. While they may not be considered a prime suitor for Q's handsets at the moment, the "threat" is there--a takeover of handsets would make them the undisputed king of the US digital markets, and perhaps add leverage for spawning data-enabled CDMA terminals on par with their GSM offerings. That must be a frightful prospect for MOT--perhaps an unallowable one--and is a good ace in the hole for Q in forcing desirable terms from the ultimate acquirer. Any thoughts? (Again, Tero, your perspective is always appreciated to the extent that you are at liberty to give it.) Cheers, Greg