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

To: tero kuittinen who wrote (5827)	6/26/2000 5:52:00 PM
From: gdichaz	Respond to of 34857

tero: Again, points well taken. All that I was suggesting is that the time is now for Nokia to be able to build CDMA infrastructure for the CDMA data requirements on the horizon. Handsets will not cut it alone. Just the point you made re Motorola. Nokia is moving toward a full supplier of all the necessary elements of a network. Good. And for the CDMA data tornado that requires a license from Qualcomm for infrastructure and for phones for 1XMC, HDR, CDMA 2000 and WCDMA. And sooner beats later. Best. Chaz PS And a positive relationship including GSM rights for Qualcomm would make good sense. Some give and take seems overdue.

To: tero kuittinen who wrote (5827)	6/26/2000 7:19:00 PM
From: A.L. Reagan	Respond to of 34857

I sure hope the agreement is reached soon. But it needs to be a two-way deal. It involves also Qualcomm's access to Nokia's W-CDMA patents. Maybe that IPR is only half or third of what Nokia needs from Qualcomm - but it exists. It probably needs to be ackowledged. Amen - agree 100%. Nice to see the reality check. It can only be a two-way deal. Looks to me like the pressures of reaching a common sense solution have been increasing on both Irwin and Jorma. Last weekend's Telson news and today's Jorma interview are great signs for Nokia. Irwin can check out the QCOM price chart if he needs some motivation. There is enormous win-win potential for both companies. Still expecting a comprehensive NOK/QCOM deal by 12/31. It will happen. The signs are getting more propitious. (Both sides, and maybe even their partisan SI posters, can declare victory and get on with business.) Glad I own NOK, QCOM and ERICY. They are each market leaders in at least one segment of the wireless world. Glad I don't own MOT. (Ugly over there - talk about odd man out - losing share fast in both handsets and infra.) P.S. Gus may catch a bunch of flak about a bunch of things, but he is dead on with why WCDMA will dominate 3G. The "network effect" law has not been repealed, and it's likely not a single operator anywhere in the world will scrap any decent sized (like 100K+ subs) GSM or TDMA network to hop on the CDMA2000 boat.

To: tero kuittinen who wrote (5827)	6/26/2000 9:52:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 34857

Tero - is that offer to have some Finnish vodka together (some day) still there ? Maybe some of us will take you up on it ... Jon.

To: tero kuittinen who wrote (5827)	6/26/2000 10:12:00 PM
From: Ruffian	Read Replies (2) \| Respond to of 34857

<Maybe that IPR is only half or third of what Nokia needs from Qualcomm - but it exists. > Say What?

To: tero kuittinen who wrote (5827)	6/27/2000 8:37:00 AM
From: JohnG	Read Replies (1) \| Respond to of 34857

Jorma meditated on CDMA-- the boat is leaving without him. JohnG < "You start to believe that what you created three years ago is so good, because it was good two years ago and 18 months ago, and you continue to make money," Jorma Ollila told an Israeli news conference. "And then there's someone in Israel and Silicon Valley just loving to kill you with a totally new technology," Ollila said. "And I think the problem in a big organization is that it starts to feed information internally that sort of supports its own internal truths and doesn't believe all the signals that you are getting. "I don't think we were quick enough to invest big enough in CDMA (Code Division Multiple Access)," Ollila continued. "We should have done that earlier, more. Now we have a catch-up game, which we will win. We have decided we will win and we will. But it's a little bad to miss 18 months. And part of it is that we were successful in other technologies. So I think that is a big problem. "With a big organization, you start creating your own truths," he concluded. "I'm not overly worried. But I am worried because human nature is like that.">

To: tero kuittinen who wrote (5827)	6/27/2000 11:52:00 PM
From: Eric L	Respond to of 34857

Tero, << Nokia has already broken into current PDC markets via W-CDMA >> Some things take time. >> *Nokia Fails To Repeat Global Success In Japan* totaltele.com RDSL 26 June 2000 Finnish mobile phone maker Nokia claims only a 1% share of the mobile phone market in Japan, against a 30% share of the global market. The company's lack of success comes despite six years of sales, prompting one Japanese mobile industry executive to tell the company to withdraw from the market. Nokia plans to continue with its efforts however, mainly because of the size of the Japanese market, but also because of Japan's lead in mobile Internet services. The company is using the Japanese market as a 'learning opportunity', according to the company's chief executive in Japan. In the full year to March 2000, Matsushita led the Japanese mobile phone market with a 26% share, ahead of Mitsubishi Electric with a 14% share, NEC with 12%, Kyocera with 11% and Toshiba with 8%, according to the Yano Research Institute. - Eric -