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

To: gdichaz who wrote (2353)	9/24/1999 2:56:00 PM
From: Terrapin	Read Replies (1) \| Respond to of 34857

Hi Chaz, I hope you can help me with some questions I posted earlier. I am new to the stock and to the industry. I have no position in any of the companies so far mentioned (well, except OMPT). The technical nature of these posts leads me to some simple questions: 1) What is stopping NOK from manufacturing handsets for the CDMA market? (Are they already?) 2) What makes people think that NOK will not be able to sustain itself without a CDMA-capable phone? 3) Should I think of NOK as primarily a handset maker or a manufacturer of wireless system hardware? 4) What makes people think that the very best technology always wins out? (Was VHS better than Betamax? Were PCs better than Macs?) A corollary to this is that management makes a big difference. I have heard glowing reviews of Nokia's management. I am not as informed as most on this thread but it seems the market is so young and expanding so rapidly that to declare winners or losers at this point is a fools game. Your tag-line mirrors this point. The internet/telecommunications is an enormous moneymaker and wireless technology is simply the most recently recognized distribution channel. I made very decent money when cable was recognized for what it was and the truth of the matter was that a dart thrown at a list of those companies would have yielded outsized gains. IMHO the same can be said here. Any help on this will be appreciated. Good investing to all and comments welcome, Terrapin

To: gdichaz who wrote (2353)	9/24/1999 3:01:00 PM
From: D.J.Smyth	Respond to of 34857

Well, it's IDC's TDMA/GSM IPRs which currently dominate this enviornment. They obviously tried and suceeded here. No other company has as extensive licensing agreements in this regard. NOK is also picking up on their TDD. Look again.

To: gdichaz who wrote (2353)	9/24/1999 10:27:00 PM
From: Jim Lurgio	Read Replies (3) \| Respond to of 34857

You said : I've followed IDC's failed efforts off and on for years. You do deserve credit for following failures because most people don't. The competition is easy to watch but the new kid on the block who's up and down is the one to watch. It's understandable to me how you see no value in the letter I wrote to the WSJ editors but I see it a little bit different. Thousands of letters get send to WSJ and very few get acknowledged . I have submitted one so there must have been some content that made my note go public ? All I can tell you is that I have a public phone number as well as an E-Mail address that allows contact and I was swamped with calls and mail today over something I thought would be ignored I apologize to Tero for bringing the IDC plight into the Nokia thread but IDC and Nokia do have things working that most aren't aware of except Nokia.