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

To: tero kuittinen who wrote (2633)	11/4/1999 10:07:00 AM
From: slacker711	Read Replies (1) \| Respond to of 34857

When we get Dataquest info on third quarter market share situation we'll know more. Agreed....Though I think that the 4th quarter will more indicative. Most of the Korean/Japanese new models were launched in Sep/Oct. That's the interesting part for Nokia shareholders. Because no matter how many times mobile phone manufacturing is portrayed as "box-making" - year after year another company keeps biting the dust. Nortel, Lucent, Sony, Qualcomm... the list of companies in full or partial retreat keeps growing. Again agreed....Nokia has a proven track record of continuing to innovate ahead of the competition. That's why I can't figure out why they havent done the same in the CDMA marketplace. Here's a list of PCS's current offerings. sprintpcs.com Nokia does NOT stand out among those offerings.... Anyone know why MOT's Startac isnt on that list anymore....Hmmm, maybe I will have to visit a PCS store to see if they are still selling them. One other observation....A true comparision for QCOM's 29% YoY chipset sales growth is not Nokia but rather TXN. TXN reported 25% YoY DSP sales growth. Slacker

To: tero kuittinen who wrote (2633)	11/4/1999 10:36:00 PM
From: Bux	Read Replies (2) \| Respond to of 34857

That's the interesting part for Nokia shareholders. Because no matter how many times mobile phone manufacturing is portrayed as "box-making" - year after year another company keeps biting the dust. Nortel, Lucent, Sony, Qualcomm... the list of companies in full or partial retreat keeps growing. To my way of thinking, the interesting part about Nokia shareholders is wondering how much profit they would have if they were Qualcomm investors instead. Tero, you are a slippery character and I'm surprised you are still preaching doom and gloom for Qualcomm. I'm even more surprised you still haven't figured out that Qualcomm never intended to be a handset maker or infrastructure provider. They entered these businesses to accelerate the growth of a superior technology called CDMA. The Thinphone could easily sell for twice the price. Qualcomm lowered the price to increase handset competition and lower prices which will accelerate the adoption of CDMA by carriers worldwide. Remember, carriers subsidize handsets and handsets are a real part of the cost of rolling out a network. The cheaper the handsets are, the sooner the adoption of CDMA will be complete. Until you understand the business model that Qualcomm is operating under, your commentary should be relegated to handset reviews, an area where you actually have some expertise. Leave the investing advice to those who understand the dynamics. Bux