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

To: Eric L who wrote (6072)	4/8/2009 4:41:13 PM
From: hedgefund	Respond to of 9255

Eric: Does Nokia have the cdma expertise to service Verizon. I understand that Nortel sort of subcontracted out portions of the 3G Verizon business to a small company called Airvana and Nortel became a sort of bundler of Airvana base station technology in re Verizon. I wonder if an acquisition of Nortel's carrier business would allow Nokia to make inroads with Verizon without Airvana. My second question is that Nortel got a piece of the China 3G market...do you think that is transferable in the event of a sale to Nokia. HF

To: Eric L who wrote (6072)	4/8/2009 4:43:17 PM
From: elmatador	1 Recommendation Respond to of 9255

Let's analyse Nokia. Started first since it was not a fixed-line vendor. Gained ground while the competition was busy selling fixed-line gear. Cash in on phone as fashion statement Mastered brillantly the handling of subcontractors. Phones fashion accessory disappeared as emerging markets became the playing ground. Infrastructure vendor of Rome-Paris-New York circuit needed to go where the tough vendors had always been (Middle East-Africa) as fixed line vendors Could not do it alone. Decided to buy Siemens political muscle and emerging market presence Discovered that that political muscle and emerging market presence came at a price. Now in bed with an elephant as market is saturated and facing two challenges: Huawei coming to eat GSM club lunch and Ericsson cannot be anything but a mobiel compnay and is fighting for survival Mobile device will not be THE device. It is going to be a lap top with a dongle. Mobile device will becoming quickly like a Casio watch which one can buy per Kilo. GSM fat cows years are over. Technology historians will talk about it as an anomaly And the killer. NSN has a size for a market that it is no longer there. Need to downsize and in the years leading to its return to insignificance, we will see only defensive strategies.