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


To: Mark Marcellus who wrote (5413)6/11/2000 6:01:00 PM
From: Maurice Winn  Read Replies (1) | Respond to of 34857
 
Mark, organisational adaptation to and early adoption of new technology and ways of life are essential for survival and increasing profit. Nokia is in danger of becoming an also-ran in the new world of CDMA.

Only 4 years ago, there was still serious comment that CDMA would be a niche business or would simply fail. People like Bill Frezza [a consultant to Ericsson, which claimed to invent CDMA for example] made these claims. Also a Finn who I believe is still around, Tero Somebody [a name nobody can spell, let alone say], Registered Professors and other esteemed commentators.

Now, Hallelujah and Hey Presto, CDMA has morphed into the new way of life for all. WWeb services will blanket the planet from the ground and space [Globalstar]. Nokia is trying to get in on the act, while trying to avoid paying the piper. Nokia is quite sensible though, so they'll soon come around - Nokia was one of the first CDMA licensees so you can see they are well aware of technology. They are just trying to maximize their GSM position and optimize their timing and costs. They can't wait for license costs to rise to 15% for example, when they can probably get them now for 6% if they are quick.

Nokia won't be broke and homeless any time soon. In five years, their shareholders will be buying up big chunks of sunny real estate in the south of France, and southern California and migrating like Canada Geese as the mood takes them. They'll probably switch some money into Q! just before they sign a 3G licence!

I wonder if Tero Ductile [okay, I know it's an easy joke but Tero will NEVER have heard it before and it's easy to spell] has bought some Q! in the latest market drop [in concert with Unicom and Chinese bureaucrats]. He has already made inroads to the USA - Finland will be the new seat of USA government in a decade or two after the merger in Nokia keeps going the way it has and is an early adopter and adapter of Q! technology.

Maurice

PS: I sympathize with finding a Q! discussion zone without thigh deep mud, fud and crud, but I don't think we should do more than discuss Q! in relation to how it affects Nokia in this stream. Finland still has pure, clean waterways and it would be nice if Nokia could have an unpolluted stream here. You can always repair to the blissfully tranquil 'Write What You Like' QUALCOMM stream. Just dive into this little blue pool and you'll emerge in a new world...depending on where you got here from, you might travel back in time...
Message 13864987