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

To: Wyätt Gwyön who wrote (5881)	6/28/2000 10:05:00 AM
From: Keith Feral	Read Replies (2) \| Respond to of 34857

Mucho Maas: Better to get the negatives factored in sooner rather than later. It goes back to managing expectations. Just read Tero's posts from yesterday. His comparison about MOT and NOK success defending their stock prices has some merit. However, I thought the situation was put to rest yesterday when Korea announced they would offer rebated trade ins for new 1X compatible phones. Today's announcment smells fishy. Could it be some bait for the shorts??

To: Wyätt Gwyön who wrote (5881)	6/28/2000 5:15:00 PM
From: Gus	Read Replies (1) \| Respond to of 34857

Ouch. The near saturation (50% to 55%) of the single largest CDMAOne market *does* matter after all. The removal of handset subsidies amounting to $175-$200 per handset *does* affect the handset replacement market. Some people are beginning to realize that previous attempts to ban handset subsidies during the last 2 years occurred at much lower levels of wireless penetration. This one looks like a double whammy that's going to hit royalties and chip sales during the peak selling season unless QCOM can figure out how to make "offsetting factors" work in its favor. All these while the South Koreans are making the CDMA2000 and WCDMA camps compete with lower royalty rates. Ouch, I say again.