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

To: Mark Marcellus who wrote (9474)	2/25/2001 4:49:02 PM
From: JohnG	Read Replies (1) \| Respond to of 34857

"It sounds like there will continue to be bad blood between Qualcomm and Nokia. I don't think that's good news for anyone. " No, I think the banks and investment bankers will put an end to this foolishness. NOK's popularity among financial institutions will fall so low that it will sit comfortably under a newspaper. These same guys can put your stock price in the toilet too. NOK is out to bankrupt its customers. JohnG

To: Mark Marcellus who wrote (9474)	2/25/2001 5:15:46 PM
From: foundation	Read Replies (1) \| Respond to of 34857

Nokia responds to Jacob's comments in FT: ---------- Nokia must say what it can to keep Operators in line and on program. They've really nothing to lose. In light of recent performance - their credibility is already in question with analysts and pundits - made much worse by their recent (and rather comic) prediction that they will provide commercial quantities of wcdma handsets by H2 2002.... Nokia has about 6 months to bring GPRS handsets on line - after defaulting on previous schedules. Why will this 6 months be different? Will monocell handsets be considered a success? Will strapping 2 cells together be a success? How will they stay under Europe's radiation limit levels with multiple cells? Beyond 2 - they haven't a chance - certainly not in time for their most recent deadline. There are rumors of compression software that are - at this time - vapor. And if not vaporware - why is it not already applied to gsm handsets or MOT's buggy gprs handset presently on market? The handsets they cobble together will push radiation limit levels - higher than gsm and cdma - and that is when the fourth estate will take matters into their hands. No matter if radiation concerns are justified, gprs handsets will be branded a potential threat to health by an already dubious press (China now refers to cdma handsets as "green" handsets, and Unicom will offer its present gsm customers the ability trade for cdma handsets). 10-20kbs handsets, with high relative radiation levels will be contrasted with 117kbs and higher gprs data-ready handsets promised by vendors a few short weeks ago. Rage, skepticism, an unwillingness to believe vendor's claims and promises --- and a public relations fiasco larger than the industry's WAP blunder will result. SMS - already available with gsm handsets - will be the best and most that gprs handsets will have to offer - providing no incentive for replacement purchases. Nokia has nothing to lose - at this point - in promising the moon and stars...

To: Mark Marcellus who wrote (9474)	2/26/2001 9:47:28 AM
From: carranza2	Read Replies (1) \| Respond to of 34857

I don't understand the alleged feud. If WCDMA is not delayed, both Q and NOK profit. Even the most rabid Q longs should be hoping that the NOK view on the delays is the correct one. Except for the underlying technical issues, it's quite simple. The underlying technical issues are naturally the place in which the canker lies. I haven't seen a thoughtful discussion anywhere on the reasons why or why not WCDMA will be delayed. With the harmonization of Q's 3G technology into the 5MgH band, it may not make much difference.