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

To: Bux who wrote (3036)	12/15/1999 3:44:00 PM
From: t36	Read Replies (2) \| Respond to of 34857

is this still a rumor or a deal?? nok and q..

To: Bux who wrote (3036)	12/16/1999 10:17:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

"I agree that Qualcomm received benefit from the relationship but I'm not sure you understood the point Tero was trying to make either. I'm sure he would agree that Q needed all the handset help they could get." That's true - the Sony deal was very good for Qualcomm. And very bad for Sony. Just like the earlier Qualcomm-Motorola collaboration benefited Qualcomm a lot and probably ended up damaging Motorola. Take a look at Motorola's global market share in handsets and mobile network equipment back in 1995 and you see what I mean. I'm not saying Q is bad at making these collaborations benefit itself. It's excellent at that. But for the collaborators it's been like dating Lucrezia Borgia. That's what markets may be wary about. They've seen what a kiss of death the Q-link was to Sony handsets and Motorola mobile infrastructure. What was good about this latest leak was the Kyocera angle. Even in the worst case scenario, Nokia probably won't be saddled up with the actual manufacturing side, which is antiquated as far as production line automation and packaging technology is concerned. Tero