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

To: Maurice Winn who wrote (692)	6/17/1998 10:45:00 AM
From: tero kuittinen	Read Replies (4) \| Respond to of 34857

Maurice, Right now the situation is that Qualcomm lags S&P index disastrously during the last five years: quote.yahoo.com I think this performance speaks for itself. QCOM has been unable to beat the S&P during half a decade of strong telecom boom. This in itself means that something went horribly wrong. I believe that most investors now have very little confidence in those "we'll conquer the world" pronouncements. Anyone following US mobile phone newsgroups can detect the dissatisfaction among American CDMA customers. You wanted a show-down between GSM/TDMA and CDMA in the US marketplace... you got it. Next six months will show how much inroads GSM/TDMA have started to make in USA after the latest Nokia/ATT assault. I'm really looking forward to "Consumer Review" comparison between different handset models. It should knock half a billion or so off QCOM's market cap. If Qualcomm can't win the fight against GSM in its own backyard, how can it hope to take it on in China? Ultimately, it's all about consumer friendliness. And this is something clever engineering doesn't guarantee. Tero