SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: tero kuittinen who wrote (4860)5/15/2000 8:17:00 AM
From: t2  Respond to of 34857
 
I think this is good news for Nokia stock price. IP buys Champion.
I understand the Finnish papermaker UPM-Kymmene lost out on its bid to buy Champion. Cramer(street.com) had sold his Nokia position fearing that one of the possible acquirers would be selling a lot of its Nokia stake to buy out Champion. I am assuming UPM was the company he was concerned about.

I wonder if a large number of other investors had bailed due to this concern. If they did, this IP takeover of Champion should be positive for Nokia.



To: tero kuittinen who wrote (4860)5/15/2000 8:18:00 AM
From: gdichaz  Read Replies (1) | Respond to of 34857
 
tero: Looking at the world as objectively as I can, it seems clear that GSMland will go to GPRS asap and CDMAland will go to 1XRTT asap.

So the question is, then what?

The sleeper IMO is HDR. Both CDMA/1XRTT and GSM/GPRS could find HDR useful for data prior to 3rd gen in new frequencies.

What about EDGE, that seems less certain in GSMland but likely in TDMAland?

And then when 3rd gen gets in place (wherever, however, and whenever) that is CDMA in some shape or form. That point is not lost on those thinking ahead. If where you are going is CDMA, why not get on that train sooner rather than later - especially if you save money and enhance data capacity and efficiency in the process?

We live in interesting times.

Best.

Chaz