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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: areokat who wrote (26707)	6/23/2000 10:38:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

areokat: Thinking about Nokia's prowess on marketing, "contacts" (where "relationships" are key), FUD spin (with journals jumping when Nokia whispers), etc., plus this new move to manufacture its CDMA phones in Asia with a Nokia label on the outside, and probable other shoes which are likely to drop re the Q, it seems that Nokia may do better - at least over the next couple of years - than I anticipated. Certainly this step to use Korean manufacturing is a "straw in the wind", but it in no way means an end to the FUD and/or 2nd set of Holy Wars. It is a "stealth" strategy. We will see if there is more to come. Unless there is some improvement in relationships with the Q itself, Nokia is still fighting its war. And as we have seen Ericsson's European leadership is still heavily involved in the GSMland fight to the death approach, even with a foot in CDMAland with the infrastructure purchase. All this will be most interesting to watch. But the outcome in 3 to 5 years is clear enough - the Q will be central to the wireless / internet nexus on the wireless end. Best. Cha2