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

To: Mr.Fun who wrote (4446)	4/27/2000 5:18:00 PM
From: carranza2	Read Replies (2) \| Respond to of 34857

6. Nokia will not buy chips from Qualcomm. Nokia derives extraordinary economies from running all of its phones from the TI DSP. To add Qualcomm as a vendor would necessitate porting software and sourcing different periferal chips, negating the enormous advantage Nokia enjoys in sourcing costs and flexible manufacturing. The fact that US analysts like to ask if Nokia will by Qualcomm chipsets is more indicative of their hopes that Q can extend its chipset market share, rather than of concern that this is in anyway threatening to Nokia's performance. BTW this question was not asked on today's conference call. 7. I suspect that Nokia's new CDMA models due in the second half will lay all of this speculation to bed. In any case, I think Nokia investors feel pretty confident, given the fact that it increased handset sales 88% YoY. It seems to me that Nokia has unsuccesfully spent a lot of cash on CDMA R & D which could have been put to better use making, selling and profiting from the sale of CDMA handsets. Are the economies really what you think they are? What about the opportunity costs?

To: Mr.Fun who wrote (4446)	4/27/2000 5:52:00 PM
From: Joar	Respond to of 34857

Thank you, Mr Fun, for your impartial and patient effort to clear up conceptions. Best, Joar

To: Mr.Fun who wrote (4446)	4/28/2000 6:16:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Mr Fun, here's another mistake in that article: <While Nokia didn't fight CDMA, as Ericsson did, it was unwilling to license Qualcomm's technology, preferring to develop the phones on its own. > In fact, Nokia was one of the first licensees for QUALCOMM's CDMA technology. I think it was 1990 that they bought a licence. What they have done is avoid buying ASICs from Q! but they are licensed, produce phones and pay royalties. It's really annoying when people misquote articles to support their point of view. Associated Octel used to do that over lead in petrol, quoting things out of context. Being skeptical, I'd check the original source and Associated Octel were way off in what they tried to claim. I agree with you that Mr Aggarwal needs to be more particular about interpretation. Exaggerated exaggeration, irony, satire, sarcasm and fun and games etc are all fair enough, but not outright misleading. Maurice