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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: r.edwards who wrote (72700)5/29/2000 11:32:00 AM
From: limtex  Read Replies (1) | Respond to of 152472
 
re - What if Samsung and Kyocera ramp up against Nokia and make Nokia's handset business a commodity..?
What is Nok really worth...? etc.......


In a CDMA2000 world NOK is a commodity company in a very high cost country ie it is ex-growth and down hill from there on.

That is exactly why NOK will get support from the EU to get its way. Clausewitz 101!!!

Read the language of teh Korean press release.

I will keep on asking why GSM is allowed tooperate in the US? And where is the DoJ and the Commerce Dept?

Best regards,

L



To: r.edwards who wrote (72700)5/29/2000 1:19:00 PM
From: Wyätt Gwyön  Respond to of 152472
 
Think about it, every point brought up can be said about any company if they lose their revenue generation. What if Samsung and Kyocera ramp up against Nokia and make
Nokia's handset business a commodity..?


WADR, you're switching categories, so I do not feel your argument is meaningful. You will note that my cautionary comments on QCOM pertain to hype about prospects that do not currently produce revenue/earnings. Why do you try to compare that to the actual, real-world business of NOK. You are free think your apples are the biggest, but I'm not overwhelmed if you tell me they're redder than my oranges.

With respect, I believe your posts are becoming more pointless now.

Then by all means ignore me!