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

To: Maurice Winn who wrote (4727)	5/12/2000 8:05:00 AM
From: samim anbarcioglu	Respond to of 34857

>> Now what Maurice, Really nothing. Now life goes on.. DDI stock price went up 6.5 % after the announcement, QCOM will probably add a couple percent today based on expected future earnings increase. But I bet NOK will be unaffected in any way. In the absence of any other news, NOK will move with NAZ today I predict. I promise after this I will get out of the prediction biz). NOK's stock price is not connected (at least in the short run. Emphasize on short)to the prevalence of any technology. NOK is seen as the world leader in phone manufacturing in the world today like DELL in PCs(which of course they are). IMO NOK's price reflects only this fact and also NOK's current stance of not getting into the CDMA in the US market. Therefore NOK's price should not move based on the DDI news. The move on NOK price will come in the next few weeks (ay be a couple months), when they enter the CDMA market and sell a good CDMA telephone to their customers. All of this IMHO of course, do your own DD.

To: Maurice Winn who wrote (4727)	5/12/2000 9:08:00 AM
From: JohnG	Respond to of 34857

Looking for Tero. Last seen slinking away in Finnish sulk mode. He's looking for his buddy Hot Sauna. JohnG

To: Maurice Winn who wrote (4727)	5/12/2000 9:49:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

I'll tell you what, Maurice: the scorecard for operators committed to W-CDMA versus cdma2000 is now about 15-1 instead of 15-0. It's a difference - but if you expect a dramatic response from Wall Street, you may be in for a surprise. DDI managed to minimize the impact of the decision by its waffling and public handwringing about the serious delays cdma2000 is facing. And I specifically pointed out earlier that the cdma2000 camp can turn DDI if they promise enough financial sweeteners. Yes, Verve - the caveat is there if you're obsessive enough to dig it up. Time is like a river, Maurice. And it runs swift and deep in the mobile internet infrastructure market. One 3G contract was a big deal last February. Right now - it doesn't go very far. The Asian outlook has changed since February: after Hutchison link to DoCoMo, Nokia's Hong Kong W-CDMA deal, Shanghi Unicom GPRS deal, several other GPRS deals and the surprising Australian GSM-1800 auction. The gains GPRS/W-CDMA have made while DDI waffled aren't dented by what the Japan's third mobile operator decides to do now. If you doubt that interpretation - check out the two month share price movements of relevant players in the field. Nokia's share price is largely tracking Nokia's global GPRS and W-CDMA deals. That's a number that is climbing above 50 during the next couple of months. The original US fantasy was ending with about 7-3 sales ratio between W-CDMA and cdma2000. So... the cdma2000 camp needs now about 20 new deals to blance the 50-60 W-CDMA deals being made during the next nine months. That's what Wall Street is now pondering. That's the math. When you try to evaluate the importance of individual deal, context is king. Tero