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

To: Eric L who wrote (8253)	11/20/2000 9:59:20 PM
From: Puck	Read Replies (2) \| Respond to of 34857

Eric, don't you know by now that facts, hard empirical evidence, have no place in this debate.

To: Eric L who wrote (8253)	11/21/2000 12:20:53 PM
From: Keith Feral	Respond to of 34857

I own the stock, just not in a way that interests me, since it is only a 3% position. NOK may be participating in these 3G forums. However, they have not contributed in any meaningful way by standardizing product designs. Of course, they lack any IPR to make such a standard, so this does not seem surprising. Nonetheless, they have shown an embarrassing lack of progress in CDMA generally, and 3G CDMA specifically (1x MC CMDA and DS CDMA). They are still plagued by weak designs that lag the competition. Thanks for the clarification on your position regarding HDR. I know I spend alot of time drilling you on these issues. Please appreciate the fact that my flaming remarks are designed to get the highest amount of clarity from you on your exact position. It helps me sort out what perceived differences you have regarding the HDR standards. I really do appreciate your input more than I let on at times. It's obvious that you possess a dangerous amount of information and sometimes you contradict the obvious progress QCOM has made in the standards process without any reason beyond pure speculation. Since your article insinuates a fondness for Nokia, I would caution investors to take heed of the exclusive relationships between NOKIA's and it's TDMA carriers in the US. With the TDMA legacy nearing an end as 3G standards are being introduced for system wide overlays, I would argue that NOK's uncontested position will change rapidly WHEN US service providers migrate from TDMA to CDMA (whatever version). Since neither company will compete particularly well in the new 3G CDMA market, ATT & NOKIA have the self interest to protect the interest of one another. I expect that the defection of other US non CDMA carriers like Cingular and Nextel will apply pressure to open up this the AWE NOK alliance. It is anti competitive and every company in the CDMA community is looking to exploit the evolution to 3G where they can equally compete with Nokia on the basis of fair and open competition. The emerging heros of 3G are going to be NEC, Hyuandai, Nortel, Samsung, Kyocera, Sanyo, Sony, etc... They are itching to kick some Euro butt, as witnessed by their rapid acceptance of 3G CDMA licenses. The Asians are still smarting from their exclusion from the GSM party. The selection process by which the licensing agreements were negotiated alienated most companies other than Nok, ERICY, Siemens, ALA, and MOT. This prevented markets from developing domestic competition to compete against the incumbents mentioned above. For example, the local development of GSM in China promoted the interests of Nokia, but did not provide for any local competition. In Japan, the GSM camp dramatically increased the royalty structure to such a prohibitive level that the Japanese abandoned GSM altogether and built their own proprietary wireless standard. Korea summarily rejected the principles of Fortress GSM and pioneered CDMA. The discovery of the Asian markets has been the rejection of Club GSM in favor of Team CDMA. With the latter, you can develop your own domestic resources to create competition. Witness the proliferation of competition in Korea and Japan. Nokia has zero market share now in both of these markets, not to mention the US CDMA market. What will happen in China when they develop the manufacturing base to build their own phones & infrastructure? Do you really think they like Nokia so much they will continue to buy GSM products and watch the profits be repatriated to Finland? Thanks for being so patient with some of my antagonistic posts. Your level headed response has provided some great insights about your prospects for CDMA. Although I think your challenges are more than a little arbitrary, your contributions are most appreciated.