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


To: Maurice Winn who wrote (4107)4/11/2000 6:17:00 AM
From: tero kuittinen  Read Replies (1) | Respond to of 34857
 
If you think that shafting handset manufacturers is a good move for any digital standard - have another thinking session. It's the fat margins that drive R&D effort.

European and Asian high-end sales boom is driving Nokia's development of models like 8210 and 8850; success breeds success. And low-end market breeds more low-end products.

Is the "CDMA pressure building" now that the whole world sees how the CDMA focus has ravaged Motorola's handset operations? Once again... this is not how the CDMA was supposed to work out for US telecom companies. This fairy tale was written by the Grimm Brothers

Tero



To: Maurice Winn who wrote (4107)4/11/2000 7:11:00 AM
From: Terrapin  Read Replies (1) | Respond to of 34857
 
Morning Maurice,

"But Nokia is not in the best position either. Nokia is weak in CDMA. While GSM is making $$billions for Nokia and the GPRS data trajectory will make even more $$billions and fast, there is a glitch ahead."

Even if Nokia, on its current path, is unable to produce quality CDMA products when do you think it will start to affect Nokia's bottomline? You have just admitted what I believe to be true which is that Nokia is doing very well in the currently dominant GSM markets and will likely continue to do very well in the immediately emerging GPRS markets. These markets will likely remain dominant for the next 2-5 years (IMHUO = In My Highly Uneducated Opinion). That still makes Nokia a wonderful investment for me. What is your timeline for the bad CDMA ju-ju coming down on my Nokia investment?

Just curious,
Terrapin