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

To: Eric L who wrote (2413)	8/29/2002 1:08:52 PM
From: Sam Salomon	Respond to of 9255

Eric, WCDMA 2007 sales are estimated to be around 62 mio (11 % of 576 mio units sold) in this very informative report. Forgoing for a moment to question the foundations for these long term forecasts, would that not raise serious issues, if true: 1. Would carriers be interested in investing massively in 3G before 2006 for just 11 % of the handset market (and 6.3 % of the subscriber base)? 2. Do you think that QCOM's P/E is justified based on this forecast ? 3. Would this kind of forecast not be a very good argument for carriers to persuade European governments not to mandate any 3G technology in the spectrum originally auctioned for 3G ? 4. Would it not even be in Nokia's interest NOT to have to invest in a technology with such a small market share? Sorry for being so persistent in asking loaded (and by no means original) questions.