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

To: gdichaz who wrote (4167)	4/13/2000 10:04:00 PM
From: A.L. Reagan	Respond to of 34857

Qualcomm is either in total, complete, charge of all repeat all systems beyond 2002, or it is not. And the question is, if not, why not? The question of the hour. Ramsey, over on the S&P thread, sure doesn't want to brook any discussion of that. So we have to barge over here to Tero-land to get a counterbalancing viewpoint. This sometimes annoys the residents, but hey, I pay rent over here as a NOK holder. Life, so often, is neither black nor white (unlike the QCOM threads). The real truth is somewhere in between. I think right now there is not enough publicly available analysis on recent NOK/IDC W-CDMA overlay IPR to make an intelligent evaluation. The period up to say 1996 has been thrashed to death, however. The recent stuff could be either gold or coal in terms of "essentialness." Who knows? Both camps are racing like mad with 3G trials. Looks like Q will get to commercial availability first, but that is a long, long, way from domination the way telecoms work. This isn't like putting out some $99 widget into a new and unregulated market. I agree that Tero and Maurice are cyber-treasures here on SI and I've lurked their posts since mid-1997.