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

To: elmatador who wrote (18556)	3/2/2002 3:04:39 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: Attempting to repeat the Wintel Model of the Nineties << MSFT expects phones to overtake PCs as the way users access the Internet ... they don't want to manufacture terminals. ... They only want to license the software such as the Windows CE OS >> ... and Intel (and TI) will make the chips and pocket the money: Message 17140729 ... but lightning does not always strike twice, and Nokia (and others) have read the texts (and written a few themselves), are master strategists, have well developed core competencies, and started to prepare for this inevitable clash some time ago. This is a new decade. It is a new battle. From my investors standpoint, I feel I am reasonably well prepared. My wireless basket includes Nokia, Qualcomm, Intel, and Microsoft. I may redistribute that a little and add TI and ARM. - Eric -