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

To: Richard Monahan who wrote (5185)	6/1/2000 2:04:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

As far as I know, Nokia isn't talking about the IPR "situations" to use the military phrase; not about IDC, not about Geoworks, not about Qualcomm. That leaves everyone more or less guessing. Judging from Nokia's moves, it might be that Nokia thinks that the most extravagant claims of Geoworks and Qualcomm can be negotiated, but teaming up with IDC was worth something. This is vague and useless, but that's the way the cookie crumbles. Of course the eventual agreements will probably come as a surprise and then everyone will jostle to claim that they knew this would happen years ago. I understand the point about playing the IPR angle... any news can suddenly trigger huge moves in the stocks involved. Unfortunately that cuts both ways. I'm more into take-over angles when it comes to risk stocks - small companies that have some essential mobile telecom properties; M-commerce software know-how, localization expertise, valuable 2G licenses in interesting markets, etc. Tero