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

To: Puck who wrote (4697)	5/10/2000 7:49:00 PM
From: A.L. Reagan	Respond to of 34857

this contract was Motorola's to lose. It appears that Motorola is capable of missing the boat anytime, anywhere, on any standard. Not sure I buy the argument that "hey, Motorola can't make money on CDMA, if they can't do it, how could Nokia?" Nokia has cleaned MOT's clock worldwide in the past three years in every mode available - except one. Just look at MOT vs. NOK margins (protocol neutral) in Euroland last quarter. No contest. It's time now to "finnish" the job! (And use Nokia's vast manufacturing scale economies, absolutely world class product design, and an incomparable marketing chain to clip those Asians before they get further out of the box with CDMA.) No problem here with the concept of global dominance. Hope Nokia is negotiating the hell out of QCOM on a 3G x-licensing, and then let's all get down the road. P.S. The UWCC press release sounded just like the scrivenings of a partisan poster straight out of SI. What a hoot - "holy wars" in the official rebuttal. Like Tero said, these guys read this stuff... and here again life imitates art.