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

To: Ramsey Su who wrote (17463)	12/19/2001 8:08:47 PM
From: Dave	Read Replies (1) \| Respond to of 34857

Ramsey, Interesting point you pose. And, as you recall, that "king" of wireless had their CDMA gear ripped out of the Air Touch network. If one would consider a "king" to be an "emporer".... That emporer had no clothes. Nokia is the dominant manufacturer of TDMA/GSM phones. Unfortunately, Nokia has yet to "dominant" the CDMA space and, I believe, Nokia is one of only 2 handset vendors not to purchase Qualcomm ASICs, the other is Motorola (right?). While the comparison you make is nice for the history buffs, it is not the most analagous of comparisons. While MOT was a dominant vendor of analog phones, they focused their R&D efforts on Satelitte technologies, leaving them on their own little island, while the rest of the world focused on digital technologies. On the other hand, Nokia, along with Ericsson, MOT, etc., are focusing on W-CDMA (UMTS) phones and Nokia, along with the aforementioned as well as Nortel, Lucent, etc., are focusing on W-CDMA(UMTS) infrastructure. Therefore, Nokia is not alone. Remember, if UMTS fails, that means less licensing revenues for Qualcomm. Here is a question. What has voice phone calls got to do with wireless data applications? Is one intended to replace the other? I have no idea; why don't you enlighten me? <g> I think, in my prior posts, I have made my opinion clear. I believe that data applications will not be profitable for carriers for the foreseeable future.