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

To: jack bittner who wrote (5419)	6/11/2000 5:02:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 34857

<also, do you make a connection between china unicom's stating they would delay a qcom contract for about 5 years and the fact that qcom's key patents will have expired by then? i'm much more worried about my qcom holdings than i am about my nok stock. nok has the brand name, and about 40% of the european and asian gsm market. qcom has but one arrow in their quiver: those cdma patents, and i can't believe that the expirations are meaningless.> If you believe that, i would also tell you LU will be leading the world, soon with its GPRS offerings.........

To: jack bittner who wrote (5419)	6/11/2000 5:17:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 34857

>> do you make a connection between china unicom's stating they would delay a qcom contract for about 5 years... Jack, can you provide a link to that quote? I've heard estimates ranging from a delay of 9 months to 3 years, but those were for installation, not initiation of a 3g license from qcom. Perhaps I missed something. uf

To: jack bittner who wrote (5419)	6/11/2000 8:51:00 PM
From: Kent Rattey	Respond to of 34857

<Kent, wouldn't qcom leap at the opportunity to sign up nok?> Of course. The issue was ehopper stating NOK will never outsource ASICs. My point is that commoditization of the computer industry forced the box makers to outsource to INTC. This will happen to the handset manufacturers, also. NOK, MOT and ERICY won't be able to compete with QCOM, LSI and INTC. It is highly unlikely that MOT or NOK will be buying a GPS company and rolling it into their ASICs. Yes, they can outsource that technology, but it will be more expensive then what QCOM can produce it for. Note the MSFT model. It is hard to read anything into China. I don't believe they can afford to wait 5 years. As with MSFT, CSCO, INTC or any tech company, as the technology matures, the patents compound themselves, and the new ones become more important than the expired ones. However, if the company sits on its laurels, and doesn't innovate, don't worry....sell! Kent