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

To: tero kuittinen who wrote (730)	7/4/1998 10:29:00 AM
From: DaveMG	Respond to of 34857

tero, What proof do you have that Q has "so thoroughly alienated the Jap gov and NTT DoCoMo". My impression is that the Japanese are genuinely frustrated with the squabbling, have an interest in a real universal standard, and are not just blaming Q. It's unfathomable to me that you could actually believe that ETSI is a " neutral" body.All these Euro companies and operators field GSM systems and are therefore GSM biased.This "minion" of LUCENT is not making decisions on his own about what the US position will be, and if you don't think LU is as powerful as NTT DoCo you've must have had your marbles rearranged one to many times. In fact Lucents'position lends tremendous credibility to the IS95 industry, aside from QCOM's particular stance and royalty issues.In case you have't noticed, LU builds GSM systems as well.Coincidentally, in conjunction with Phillips, they have cross licensed Q for WCDMA products, which tells you something about where these rather consequential companies think the IPR issues are headed. Symbian, Bluetooth etc, are new standards for future applications.I think if ERICY had taken a different position vis a vis CDMA in 1990 we would be in a different situation today.AS things stand, QCOM made an enormous intellectual as well as capital investment in the worldwide commercialization of CDMA, and ERICY chose to deride it. The consequences of their miscalculation may turn out to be quite costly. Nokia on the other hand, chose wisely to hedge its bets and is now in a much better position re any future version of CDMA. I think you might be right about manufacturer consolidation, and in this repspect Nokia seems ideally positioned, which is why I bought some stock a couple of weeks ago. Globalstar phones will be truly global and will not be very big. Even ERICY thinks they are worth making. I think you'll be surprised how popular they will be, especially in places like the US, Australia, NZ,India, China,Russia, places with large populations and lots of uncovered geography, providing of course that G* performs up to snuff.You get to do your business wherever you are, not just in big cities. And the mere existence a "World Phone" does not in and of itself mean you can use the thing all over the place.What about roaming arrangements. The sat networks have these issues resolved within the buildout. Your IPR rational is hard to stomach.You have provided us with no WCDMA camp refutations of the technical issues raised in the Q White Paper. Your position seems to amount to "ERICY, Nokia and GSM are big MoFo's. You provincial Americans better not mess with us Continentals. Besides, NTT DoCOMo is with us". It looks to me like the IS95 players are saying "you know what, WCDMA is just a bunch of NOISE (pun intended!). We'll let the mktplace decide." Dave

To: tero kuittinen who wrote (730)	7/4/1998 3:00:00 PM
From: tcd	Read Replies (1) \| Respond to of 34857

Not sure what model the Nokia in "Armageddon" is but looks like you could race through the galaxy in it.

To: tero kuittinen who wrote (730)	7/5/1998 6:23:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Tero, yours was well replied to, so I won't repeat it. I suppose you have admitted that each company handles their IPR in whatever way they believe will maximize their benefits. Sometimes they'll keep it to themselves, sometimes give it away, like Eudora Light and Symbian, sometimes they'll license it for money as Qualcomm has done with nearly all telecom companies with cdmaOne, sometimes they'll do an IPR swap with some other companies as the GSM providers in Europe have apparently done. At least you seem to understand now that IPR is owned by companies and it is their property to dispose of as they see fit. I guess I'll put you down as self-deluded, but now accepting that companies can own and profit from IPR, with the seller setting the price to be accepted or declined by the prospective buyers. Tero, the Armageddon phone is some plastic model, designed to enhance the image of Nokian [my brand name which I'm sure Nokia will have no objection to]. It won't be any of the current models, but it will assuredly be very futuristic with Nokian emblazoned prominently. Incidentally, can you list the countries where Nokia manufacturers handsets. I was reading about Estonia and it seems that Nokia is getting some really cheap manufacturing done in this refugee from the Stalinist empire. Very convenient to have a Finnish-talking place next door with really cheap labor. Do they really talk similarly enough for Finns to communicate with them? I'd have thought they are far enough apart to be linguistically quite separate - from an intelligibility point of view. Similarly for Qualcomm with Mexico over the border, where Sony is building a plant to take advantage of lower cost employees. Tero, you don't sound too kind in regard to the Motorola prisoners! Shades of GSM Nazis!!! Caging them, feeding them herrings and fat. Hmmm! I guess you were trying to joke. When the Swedes and Estonians are working for Qualcomm, I'm sure they'll be much more civilized employers than that. Arrogance shows up in the willingness to steal or otherwise adopt other than a voluntary approach to others. Nokia declared an intention to have free IPR from Qualcomm. That is arrogance. Caging the failed Motorola employees would come into that category. Also, your idea of 2 or 3 companies succeeding in high tech with the rest being has-beens seems odd. All spheres have a wide range of competitors. Ericsson won't go out of business as cdma2000 sweeps the world, they'll just become a niche marketer of GSM and other systems. There will many, many handset makers for decades to come. Maurice