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


To: Hassell Anderson who wrote (7545)10/13/2000 7:24:08 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 34857
 
At the risk of prolonging a bizarre series of posts...

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.

I don't recall Tero posting a buy rec on NOK at 62...but I also don't care. For me, getting out of QCOM at a price much higher than the present one was much more important than whatever happened to NOK. That involved a mental "paradigm shift" of sorts for me, to which Tero's arguments made a significant contribution. With NOK now down, it seems strange to see the QCOM crowd now attack Tero's shadow for his position on NOK, seeing as the argument was always about Q.

Also, Maurice, Tero did make a number of good points this year about cracks in QCOM's cdma2K armor in Korea and Japan, as well as questioning the strength of its momentum in China. This was at a time when the QCOM threads were in serious denial, with the idea that QCOM's creating a new cdma2K carrier in Japan was some kind of "shot across the bow" of DoCoMo.

My last post on this matter.