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

To: gdichaz who wrote (4685)	5/10/2000 1:52:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 34857

a person as respected as George Gilder is for his vision? ROFLMAO!!!!!!!

To: gdichaz who wrote (4685)	5/10/2000 2:13:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

I don't want the responsibility for any decisions made by individual investors. I don't want to talk about any stock "taking off", "bringing in a truckload of money" or being a "possible ten-bagger". I literally couldn't sleep at night if I thought some college kid in Idaho is gambling his tuition on that sort of commentary. So I'm perfectly happy not being respected; you better believe I could have made a grab at being all stuffy and ultra-professional if I had wanted to. It's a matter of calibrating your tone and imitating the stuffed shirts on Wall Street. I chose not to go for that. As things are, my only responsibility is to my employer and his clients - nobody else. On this board, my tone is light and some of the comments are quirky, because that's the way I want it. I don't want anything to do with striving for some weird "guru" status. The comedy is a message - I'm not making public predictions about short-term price movements. And I'm not doing public investment advice. In my opinion, that's a suckers' game. I don't do the "vision" thing - I write on SI because it's a good way to trawl for professional contacts. The real investing and telecom pros don't write here; but they read the stuff. And every week one of them contacts me and I get another inside view on what's going on. There are benefits in playing the Finnish yokel, chaz. As long as I'm not perceived as a professional threat, I get the kind of contacts I would not get if I started playing some second-rate Piecyk clone. This is a tough balancing act - being solid enough to make it seem worth the trouble to contact me, but not making transparent claims on an industry insider status. That's an instant turn-off. So no - I do not want my ideas being acted on. I'm not on some sad little power trip, trying to influence share price movements. That is impossible for all but 30-50 people working at the major Wall Street houses. I bet there are thousands of people who think they belong to that magic circle or try to break in right now - it's another suckers' game. Tero

To: gdichaz who wrote (4685)	5/10/2000 6:44:00 PM
From: Joar	Read Replies (2) \| Respond to of 34857

Chaz, << What about your responsibility to those who might, just might, think that your recommendations [sic.] on Motorola and Audiovox are serious.>> << But I know where you are coming from. What about some poor character who doesn't? >> Funny to see how you take responsibility for the content of other persons' posts. I do think people posting are capable of doing those judgments for themselves that you are pointing to - certainly Tero is. AND, why do you think people here (except you?) should be some "poor characters" unable to evaluate what they read? Is there not an obvious risk that you under-estimate the intellectual capability of your fellow listmembers, Chaz. Best, Joar

To: gdichaz who wrote (4685)	5/11/2000 4:03:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Jeez Chaz, I think it's fair enough that people be able to read English. [Edit: sorry, I now see this has been well canvassed]. Tero was obviously making a retributive prod at Samin for Samin's inelegant disputatious entry to the stream. I still remember Tero's teroist entry to the mid 1996 CDMA stream which he did ungracefully [in his own words]. Samin obviously has good ideas. Be nice Samin. If people read what people say and go ahead and act with their brain disconnected, my tongue-in-cheek, irony, sarcasm, satire and jest is REALLY going to get people in trouble. These SI discussions should be brain fodder, not slogans to follow. Save thinking time; remember this slogan: DON'T LET A SLOGAN DO YOUR THINKING FOR YOU I happen to agree with Tero, that it isn't necessarily wise for Nokia to enter the 2G handset market where markets are thin and competition very, very intense. They might be better biding their time, developing their own ASICs, differentiating their product, maybe even [fat chance] getting ahead of Q! ASICs. Meanwhile, they aren't losing much in the way of margin. On the other hand, if they are not in the market and CDMA continues it's rate of growth [60m subscribers and rapidly climbing], then it might simply be that the days of big profits for companies in the cellphone handset business are over. Nokia better enjoy GSM handset sales and be like Kuwait; invest in something else for when the well runs dry. But it would be a shame to let such a great brand and marketing and design company give up without a fight. A good salesman doesn't worry about competition and a crowded low margin market. They just enter anyway and the bottom 10 can fall off the food chain. Maurice