Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (3204)	1/5/2000 3:42:00 AM
From: Jay King	Respond to of 34857

Yes, they've probably fixed any showstopper bugs by now. After seeing them work in the field (them being Nokia PCS CDMA phones) I think they are well on their way to CDMA dominance in N.A. market like they took over GSM in Europe. The rich get richer, the poor get poorer. I read the Janus Fall 99 mutual fund report and they are very bullish on NOK and are big shareholders. Interestingly, they do own QCOM in any of their funds. This despite the fact they are also bullish on Sprint PCS, they should be embarassed.

To: Maurice Winn who wrote (3204)	1/5/2000 1:48:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Maurice: The competitor to watch re NOK is KYO. Expect that the close relationship with the Q, the very strong CDMA base for phones and CDMA services in Japan (and JV in Korea), then Brazil, etc,etc. give Kyocera many advantages vs Nokia. Nokia is a strong, well managed company and fast on its feet, but seems to be stumbling re CDMA. Nokia has zero CDMA infrastructure presence, little CDMA handset success, and will be left at the starting gate on CDMA data upgrades toward CDMA 2000 unless Nokia starts using the Q's ASICs (and may or may not happen - pride is a difficult hurdle to overcome - despite Marx's idea of economic determinism) Best. Chaz