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: tero kuittinen who wrote (3245)	1/13/2000 12:13:00 PM
From: Claude	Read Replies (1) \| Respond to of 34857

Don't disagree with the fact that Nokia should focus on the 80% but it ignores that 20% at its own peril. For NOK to keep its growth rates it must be a top tier player in all segments. Also, projections for CDMA were likely conservative IMO. I think CDMA buildouts will accelerate due to CDMA's advantages in data capibilities and spectral efficiency. But we will have to wait and see. Nokia is a very well managed company (I own the stock) but they should not underestimate the new competition (Koreans and Japanese) that they will have for CDMA and 3G and the advantages that thee companies enjoy in their relationships to Qualcomm. AS far as this thread focusing too much on CDMA - why not? It is the future. Claude