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

To: JohnG who wrote (5891)	6/28/2000 5:40:00 PM
From: Gus	Read Replies (3) \| Respond to of 34857

Aren't you losing enough money with that kind of wishful thinking, John? Seriously, Nokia may be behind in CDMAOne and CDMA2000, but it is way ahead in GPRS, EDGE, and WCDMA (TDD and FDD). In a triage, it wouldn't surprise me if Nokia will always give higher priority to GPRS, EDGE and WCDMA over CDMA2000, leaving the likes of Telson to take care of the, ahem, unique requirements of the niche platform. After all, I don't think even you can deny that WCDMA is expected to be the de facto upgrade path for the de facto global standard. By the way, why can't you address the fact that QCOM's total lack of relevant TDMA/GSM IPRs will inevitably dilute its claims over WCDMA? That's simple common sense.

To: JohnG who wrote (5891)	6/28/2000 5:50:00 PM
From: David Lee Smith	Read Replies (1) \| Respond to of 34857

Honestly, I don't see the stock going below $38 even with the problems you outline. Most likely the stock will bottom out at $45 then march back to new highs. People love this stock and the company. It will take obvious bad news to bring this one down, and all the news to date seems to be positive.