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

To: michael_pdx who wrote (4376)	4/25/2000 1:57:00 AM
From: Clarksterh	Respond to of 34857

Michael - Over on the QCOM thread are there NOK boosters constantly asserting that QCOM is doomed? Not any more. There were quite a few before the Ericsson/Qualcomm deal, but now, ... . As for why I am over here, Tero and Mika, whose information I trust (but with whose opinion I may not agree) post over here, so, ... . In addition, sitting in a room full of like minded individuals can be catastrophic when making any investment decision. Argument with well reasoning people of the opposite opinion is essential. JMO (i.e. my excuse) Clark PS Obviously Nokia is a well run company, and right now it has to manage its way through a transition that is probably as complicated as the one from analog to TDMA based systems. Don't forget this previous transition is where Nokia and Ericsson first found weakness in Motorola's dominance. Such transitions are risky, albeit unavoidable. That's what makes it interesting. Again JMO.

To: michael_pdx who wrote (4376)	4/25/2000 4:44:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

michael_pdx: Many of the posters here who do disagree with Nokia's failure to position itself to lead in CDMA as it does in GSM, are Nokia investors. The concern is for Nokia and its stockholders. It is not to promote Qualcomm as such. Many moons ago, for example, I signed off my posts here with: "Qualcomm and Nokia. Together the world" The point is that what Nokia and Qualcomm do in business is largely complementary - or could be. Since Qualcomm no longer makes handsets or infrastructure, Qualcomm is not a competitor there. The only place left where the two companies are really competitors is in CDMA ASICS which Nokia still does in house for the old and rapidly disappearing primarily voice CDMA which will be soon a thing of the past with the new CDMA chips which double voice capacity and enhance data 1XRTT. The reason for the tone difference in the two threads is historical. A left over from the old "Holy Wars" prior to Ericsson buying Qualcomm's infrastructure division and licensing Qualcomm's IPR. Now there is a new "Holy War" focused on "WCDMA" in general and Japan in particular. This has resulted in more heat than light. But to the credit of posters here such as Tero and Mika and some posters who carry on a dialog with them, there is a somewhat rational discussion of both sides here.(At least some of the time :-)) That is to the credit of this thread. And some of us hope to the long run benefit of Nokia.