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


To: quartersawyer who wrote (3945)5/29/2006 9:13:15 AM
From: elmatador  Read Replies (1) | Respond to of 9255
 
The pickings are becoming slimmer and the fight for the diminishing returns gets tougher.

Nokia needs to make a lot of money to subsidize the infrastructure part. Q see that money and may want more of it rather than see that money going to Nokia keeping employees they don't need in the payroll.

Note that QCOM dumped their network infrastrcuture long long time ago. So they know that the network part is riding the coat tails of the other bit.

Note that NOK being a brand management company needs to carefully manicure its image and they don't want to be associated with anything that looks 'bad'. Like sacking people by the thousands. That's one of the reason they need to keep the infrastructure part of the business.

NOK now needs to fight hard and harder for the market share. Now needs to go out of the Elizabeth Arden circuit: New York, London, Paris and thread where the others die harders have been for many years. Africa and Middle East. That's the reason they wanted Siemens" not for technology. they want to lay their hands on the business relationships Siemens has in those parts of the world. Alcatel also has then owing to the fact that it has a lot of former colonies.

It is a brave new world for NOK from here onwards.



To: quartersawyer who wrote (3945)5/29/2006 12:44:14 PM
From: Eric L  Read Replies (1) | Respond to of 9255
 
Negotiation by Litigation

chapq,

<< Eric, this all looks to me like business, with an unusually vivid display appropriate to a rare and critical negotiation. ... Can you determine (or tell) if there's something more viscerally dangerous in this confrontation? >>

It is apparently, negotiation by litigation. Whether it is appropriate to critical negotiations of this type is another matter. I can't really determine exactly what is afoot, or gauge its significance. All I can determine is that in terms of words expended publicly on the subject -- in print or orally -- QUALCOMM is the hands down leader.

Happy Memorial Day,

- Eric -



To: quartersawyer who wrote (3945)9/26/2006 4:56:18 PM
From: waitwatchwander  Read Replies (2) | Respond to of 9255
 
Pantech puts the Seoul in CDMA
UTStarcom to get CDMA phones from South Korean vendor
By Phil Carson
Sep 26, 2006
SEOUL—South Korea’s Pantech & Curitel Communications Inc. will provide its portfolio of CDMA-based handsets to UTStarcom Inc. for sale in North America under a three-year agreement, the company announced.

continued below

Terms of the deal were not disclosed.

Pantech already is a leading supplier of CDMA handsets to Nokia Corp. in the United States in the role of original design manufacturer, after the Finnish mobile handset vendor earlier this year scotched plans to participate in a CDMA joint venture with Sanyo Corp. Nokia has said, however, that it will pursue a “multiple ODM strategy” in addressing the CDMA market in the U.S., so the UTStarcom deal will provide Pantech with another steady customer for its CDMA phones.