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

To: Ruffian who wrote (3498)	2/1/2000 4:31:00 PM
From: Gus	Read Replies (1) \| Respond to of 34857

Now we're getting conspiratorial, eh Ruffie? Look, reasonable people can agree to disagree. I just don't think that Qualcomm deserves to be lumped into the same category as Nokia, Ericsson and Motorola in wireless because of its limited, let me stress, limited ability to influence supply and shape demand. Do you disagree? Who do you think has more industry influence in this business? A Nokia that is aiming to stimulate a 60-70% global annual handset replacement cycle which lifts all boats including carriers and rivals or a Qualcomm looking to enforce a heavy-handed patent regime with remarkable stock-splitting ability? This an attribute exhibited by the top tier wireline manufacturers/technology providers (Lucent, Nortel, Cisco) who are going to play a key role in evolving the global telecom industry so that today's carriers (owners of pipes) become tomorrow's broadband service providers. I know this is grating to you QCOM longs unable to contain your infatuation with CDMA technology, but this is a demonstrable fact that the quarterlies are showing, if you care to look.