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


To: Wyätt Gwyön who wrote (7530)10/12/2000 1:48:42 PM
From: mightylakers  Read Replies (1) | Respond to of 34857
 
who made the best bearish arguments against QCOM when it was still really high

How bout when it was still really low???

Gettin' out's just as important as gettin' in.

Couldn't be more true. Looks like he kept a lot of folks staying in here.



To: Wyätt Gwyön who wrote (7530)10/12/2000 4:51:19 PM
From: Maurice Winn  Respond to of 34857
 
Tero didn't make a bearish argument against Q! when it was really high. He made bearish arguments against Q! daily since June 1996. There was no prescience in his comments on Q! He was plain wrong on that and CDMA.

He was right that the Q! handset business would have trouble and not be worthwhile, due to low market share, but even that wasn't really true. There are plenty of CDMA handset makers [Nokia now included] with low market shares. Q! got out for good reason, just as Nokia needs to get in for good reason.

The current Nokia share price does NOT show people are thinking that Nokia will rule the CDMA world as they did the GSM world. Nokia is going down the gurgler unless they can get CDMA humming.

Nokia made a half decade blunder on CDMA and they still have to try to recover. It might not be easy or even achievable.

Mqurice



To: Wyätt Gwyön who wrote (7530)10/13/2000 7:48:03 AM
From: Hassell Anderson  Read Replies (1) | Respond to of 34857
 
Mucho,

I remember him as the guy who made the best bearish arguments against QCOM when it was still really high. I thought that was a pretty damn good call. Gettin' out's just as important as gettin' in.

The QCOM bubble may have made him look good wrt QCOM. He wasn't nearly so prescient about NOK when it was at 62. I doubt he will look very smart a few years from now.

Hassell