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

To: tero kuittinen who wrote (2242)	9/20/1999 9:24:00 AM
From: Mika Kukkanen	Respond to of 34857

Keep it up Tero! At least you understand the true global telecom market, rather than the predominance of US centric back slapping seen on most threads. Making money on your chosen stock is of course the idea for these threads, personally I am only interested in the technology...and from that standpoint your posts are in the main accurate. Keep up the thought provoking posts. M PS I don't think HSCSD is the main thing, as i keep seeing in your mobile data rate mentions of 38 and 54 kbps. BTW, Motorola demonstrated GPRS at 170.6k bps recently! Quite shocked by that!!

To: tero kuittinen who wrote (2242)	9/20/1999 9:46:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, Brian - I think it has been established beyond any doubt that all digital standards currently have lousy freeway coverage in USA. We all know which policy decision caused this situation. If that Swiss cheese concept does not defeat your world phone GSM dreams, US really is not the place to do your DD. G* certainly do not have as good a chance to survive as your GSM world phone. Then I might go to China to prove again your GSM world phone dreams. Would I be able to call anywhere in China when your GSM world adding 1 million a month (just guessing!) in China? How about Japan? The switching between PHS and GSM will not drain your proud stand-by time at all? G* will be up and running sooner or later. We will see the results. Hope you do not have any excuse just like when you predicted QCOM's share price movement. Brian H.

To: tero kuittinen who wrote (2242)	9/20/1999 10:31:00 AM
From: brian h	Respond to of 34857

Tero, Which side are you in CDMA or GSM? You can not be serious to talk Q down while saying MOT and Nokia's CDMA phones and chipsets are competitive. In the mean time saying GSM world is ruling the world. I think you have too much advantage being a commentator. Q's business model is to make a lot of free money (royalty and others) and high margin products (chipsets). If it is necessary Q may also get out of chipsets business if others can support CDMA world growth. It is not to claim the number one phone manufacturer in the world. With that, I do not understand any of your "talking down my beloved companies" questions. I thought you were only interested in GSM world stuffs as you stated before. CDMA world in your Nokia book is nothing major to your liking. Nokia only produced the second rated CDMA phones to support its GSM phones market shares? With that in mind Q* really can enjoy handset monopoly position. Too bad your Nokia think CDMA world is also important enough to be reckon with. Nokia now join the rest of your previously claimed GSM world alliance to circle your owned GSM world. What a "go game" end result I enjoyed so far!!! With ERICY, NOKIA , MOT (Your claimed of big three) are so eager to grab some market shares of CDMA markets, Q can happily retire from making handsets as your wish. May be you can advise Nokia not do so to circle your own GSM world and still produce the third rated CDMA phones to comptete with MOT and eventually ERICY. That way Nokia will not slap its own face to suport 3G standards in a small way by not including CDMA 2000 while you claimed ERICY and Nokia were the major supporters of its own 3G WCDMA efforts. Funnily enough, nobody here is addressing the substance of my original post. Has Qualcomm's handset division spun out of control or not? If not, why did Wall Street force the company to sell it? And why is the stock rallying on the news that the division will be sold? Q* management certainly have a different thought process than yours. And a proven and good one than yours. I might add. Now Wall Street believe Q"s words. And now you change your direction again to say that Wall Street push Q* to sell handset division as if you are the one know so or has any control over it. Q 's business model is not to make profits according to your comments imply. If that is not the case, Q* certainly is smart enough to have your Nokia and MOT, eventually ERICY to take over handsets manufacturing functions for Q* while CDMA world widening. That is simply the best plan you certainly do not understand. Q's getting out of handsets manufacturing is a great move to cut its costs as I over and over again wrote before. There is nothing wrong with it if you do not understand. Is the chipset division really in the position to defend margins or not? If Nokia and Motorola keep making their own chipsets and Koreans switch out from using Qualcomm as they have clearly stated they intend to do; how much can the chipset market share fall? That will depend on if Nokia, MOT, and other CDMA phones manufacturers still want to produce the second rated CDMA phones and chipset or not. Or only want the best ones available. It is not up to Q* to decide. Nokia should make its own decision. Brian H.