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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: idler who wrote (8425)	4/8/2000 12:53:00 PM
From: JMD	Respond to of 13582

idler, your post: 'it's beginning to look like Ericsson sees CDMA2000/HDR as a competitive advantage in its struggle with NOK.' seems right on to me. The major difference in this jihad versus the last one is that Ericy has crossed over to the side of goodness, leaving NOK alone to struggle with the forces of Evil all by their lonesome. Added to which are those damned pesky Asian handset manufacturers which NOK says they're not worried about which nobody with an IQ in the mid-double figures believes. I fully agree that it's not wise to underestimate a company with Nokia's resources (formidable by anybody's measure), but they will have to move quickly to counter some very negative moves on the current chess board: the IPR battle with QCOM is a loser (this thread and the prior one owe so much to Gregg Powers and Clark and engineer and j goren and molloy on the IPR issue alone it's unbelievable); Ericy is going to jam CDMA/HDR down NOK's throat with help from lightweights like Lucent, Hitachi, BatWing, et. al.; and the Koreans plus god knows how many others will drive the profit margins on handsets down like hell won't have it (boy, am I sorry we sold that division, not). I wouldn't short NOK, but I think Qualcomm's position is much, much stronger than the last time around when we were pretty much alone vs. the rest of the world. SM