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

To: Jim Lurgio who wrote (2358)	9/25/1999 1:18:00 AM
From: Peter J Hudson	Read Replies (1) \| Respond to of 34857

Jim, I too have followed IDC for years. Initially because of their suit with Qualcomm and then with Motorola. I almost invested in IDC back in 94-95, but my DD revealed a technology company that employed more lawyers than engineers. I would bet that it is still true. IDC is a shell company with a patent portfolio. I suggest you run a 5 year chart on their stock price. Do you think this performance is because they are undiscovered or misunderstood? Congratulations on being published in the WSJ, but keep in mind that they will publish anything that is negative towards Qualcomm. Check back in another 5 years and we'll compare performance. Pete

To: Jim Lurgio who wrote (2358)	9/25/1999 2:31:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Jim: Communicating on these threads is difficult because it is very possible to misunderstand intentions while reading the actual words correctly. In no way did I mean to attack your letter as such or you as an individual. My comment had to do with IDC as a company, period. Actually IDC is a fascinating case study. A study in failed efforts in the past by a company which had very little going for it but an extensive patent portfolio trying to launch wireless systems in the real world. That was my focus. I found your letter to contain some useful facts and analysis. I just do not agree that IDC is the wave of the future. Wish you well. Sadly, the WSJ has a history of attacks on the Q for reasons which I frankly do not understand. Publishing your letter seemed to me (my view only) to be another way to continue those attacks. I find this particularly odd since in the past the WSJ's purpose seemed to be to support Ericsson (for years) and saw the Q as a roadblock in Ericsson's path. But that is supposed to be no longer the case. As the King of Siam said in the musical, "It's a puzzlement". Congratulations on your fame. I wish you well in your investments and in your life as a person. Chaz

To: Jim Lurgio who wrote (2358)	9/25/1999 8:05:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Chill, Jim - it ain't my thread. I'm not on a message group Gestapo power trip. IDC is an interesting topic. Congrats on the WSJ thing; that was classily written. Terrapin, it's not really clear whether Nokia competes with Qualcomm. Reasonable people believe that Nokia and Motorola using their own chipsets won't have any impact on CDMA chipset prices. Another, in my opinion as reasonable viewpoint, is that if the combined market share of Nokia anc Motorola hits 40-50% in CDMA phone market, there is going to be an impact. Is the Nokia/Motorola CDMA hegemony likely? Well - it has happened in pretty much every other market. AMPS phones in USA, TDMA phones in Brazil, GSM phones in China. The N/M market share tops 50% more or less everywhere. It's a question of brand strength and product variety. The early start Nokia and Motorola made in USA wasn't perfect. Startac only shipped in single-band format for Sprint, which was a turn-off for some people. Nokia's 6185 had quality problems in some batches. Nevertheless - these models remain sell-outs. The pre-built demand for these CDMA phones is phenomenal, because of the popularity of theír TDMA and GSM versions. These companies were starting from almost zero this summer compared to Sony, Qualcomm and Samsung, which had a headstart of several years in North American CDMA phone market. Considering that, the first 3-4 months of the attack seem very strong - Sony will withdraw from North American phone market entirely this October and Qualcomm has signaled it is ready to sell its handset unit. A coincidence of timing? I don't buy that. Moreover, N and M have landed major contracts with both US and Brazilian CDMA operators, despite the fact that they are only starting. They seem to benefit a lot from their presence in AMPS, TDMA and GSM phone markets. Both Nokia and Motorola have this Microsoft-like tendency of introducing tentative early models and then fixing the problems, moving on and spreading out. Motorola landed a key Sprint internet phone deal this week and is now rolling out the dual-mode Startac. Nokia is bringing the 8800 series to CDMA market and positioning it as its high-end model. We don't get a clear idea of the CDMA phone market situation until this second wave of product introductions is over. Tero