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

To: t2 who wrote (5009)	5/25/2000 9:30:00 PM
From: Bluestryp	Read Replies (2) \| Respond to of 34857

Q has broken its 200 DMA, looks like there is support in the 54-55 area...

To: t2 who wrote (5009)	5/26/2000 10:14:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

Let's keep the commie-bashing to a minimum. The political situation in Asia has very little to do with what's happening to the NOK - QCOM share price differential. Nokia has now 39 GPRS deals worldwide, and some of the unannounced ones are in North America. In Asia, Nokia has steamrolled both Ericsson and Nortel in GPRS sweepstakes - that has very little to do with politics and a lot with technological expertise. Basically every one of these GPRS deals is a springboard to either W-CDMA or EDGE orders down the line. While Qualcomm's IR department has been on overdrive hyping HDR, Nokia has actually gone out and sold a bunch of mobile internet infra. In this market environment, bullshit doesn't get you as far as it did back in December. Nokia made a visionary decision when it opted out of all half-assed satellite phone schemes back in mid-Nineties. That management decision is now paying off in a big way. Qualcomm was still talking about 1 million Globalstar subscribers earlier this year. That's their version of management savvy. Nokia's approach to China has been to become number one GSM phone vendor and this year Nokia picked up Unicom as a new infrastructure customer. Companies like Samsung have cooled their heels while waiting for the illusory IS-95 bonanza. Let's just drop this tired gimmick of blaming the problems of Motorola or Qualcomm on demonic communists. Nokia got the satellite phone, China, GPRS and W-CDMA markets right and that is keeping it more or less afloat. It's as much about not wasting money and time on unprofitable projects as it is about maximizing the success of profitable projects. Tero