Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: foundation who wrote (9033)	1/30/2001 8:04:23 AM
From: JohnG	Read Replies (1) \| Respond to of 34857

Tero crawfishes, To:Ramsey Su who started this subject From: DAM Monday, Jan 29, 2001 11:55 PM Respond to of 6706 From Tero on thestreet.com chat---- nice about face :) marleydog-guest: Do you think NOK and Qualcomm (QCOM:Nasdaq - news - boards) will collaborate with W-CDMA (wideband code division multiple access) licensing in the near future? Do you like QCOM as a long-term holding? RM_Tero: I liked QCOM as a stock when it dipped to 70. I think in this market you [do] better on dips. And, I'm sure Nokia and QCOM will find agreement by the end of this year. I think in this market you better buy on dips.

To: foundation who wrote (9033)	1/30/2001 8:57:33 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

Ben, Thanks for the link. Ouch. "While Nokia saw the global handset market growing less strongly to 500 million units from a previous 550 million, Nokia saw its share growing at Motorola and Ericsson's expense." Best to get this on the table now ,,, 550 was a stretch as was 1 billion subs by mid 2002. Not good for industry, but growth is slowing ... peaked last year in absolute terms ... and shortened replacement cycles are not going to pick up the slack that much. Tactical error to make the aggressive statements in the first place. I hope CDG learns from this. Good to see the GPRS & W-CDMA schedules out of Nokia for the first time. << I see no "claim to fame" to Bluetooth noted in any of your Parthus documents >> In their press releases announcing partnerships. They can't be to happy about the Motorola/Psion situation. Their real claim to fame, prior to the Frontier Design acquisition, was wireless audio chips but the are "contract IP developers". I don't find them a "Baby QUALCOMM", and I don't find them particularly credible on the claim they were quoted as making at earnings release time when it appears they were hyping a solution to an exagerated problem. - Eric -