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

To: tero kuittinen who wrote (962)	9/4/1998 6:29:00 AM
From: Maurice Winn	Respond to of 34857

C'mon, flattery won't get you in my good books: "...of geeks bearing gifts". I've tried looking really intellectual, but this might be the first time I've achieved geekhood. All crumbs accepted. Do I really remind you of $ill Gates? Gee! Thanks. Far be if from me to try to do other than represent my interests in an honest way. Trojan horses do not come from NZ. I'm sure you realize there is a natural conflict of interest between L M Ericsson and Nokia and you have said as much with prideful comment that 50% of sales in Sweden are now Nokian. Or thereabouts. And gaining ground quickly. You know, there really is synergy between Qualcomm and Nokia. Qualcomm produces the IP and Nokia the handsets. Leave L M Ericsson out in the cold. We don't need them at all. Don't you think Nokia could handle a hugely enormous demand for cmdaOne and cdma2000 handsets? Don't share it with L M Ericsson. Motorola is fading. The Koreans are in trouble. Perhaps your suggestion of a rift between LME and Nokia is in Nokia's interests. Good idea. You are one smart cookie. You don't really think LME doesn't need Qualcomm's IP. I'm sure you have read enough about all the licencees who have signed, including Nokia. You don't really think Nokia is so stupid that they signed an agreement to pay cdmaOne royalties which was unnecessary. Having spent many years in major international corporations [the oil industry] I can assure you that simple stupidity is sufficient to explain a lot of bad circumstance for a company. Perhaps the LME comment was pure rock'n'roll. Perhaps they simply like to be belligerent, antagonistic. A bit like a Rottweiler can't help itself. They just have to bite people - and other animals. I think it is time for Nokia and Qualcomm to form a global cdma2000 development and marketing synergy. No international standard is needed. The two can define the standard, supply most of the market and the others can simply follow that standard or miss out. Of course, Lucent, Nortel, Samsung, NEC and others would be in too, but the lion's share could go to the big ones; Q and Nokia. Who needs L M Ericsson? Certainly not Nokia. Probably not Qualcomm. Good idea Tero, thanks! You're a genius - where can I send gifts? Myrrh, incense, stuff like that. Maurice

To: tero kuittinen who wrote (962)	9/4/1998 9:07:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 34857

Tero - That Ericsson comment was pure rock'n'roll. Never surrender. They apparently do think they don't need Qualcomm IPR's for W-CDMA. I can think of no other reason for making this kind of statement. You are not that naive. In negotiations that are antagonistic either party would be foolhardy to telegraph their punches, even up until the time they actually decide to give up. In more routine affairs of business this staredown is commonplace. For instance, when two independent parties are working towards a joint delivery and both of them are in danger of being late, very typically neither party will admit to it until it goes way past the stage of being undeniable for one party or the other. The people within each business know that they are likely to have to capitulate long before they actually do. And, if one party does make a slip similar to the apparent one from Ericsson it normally means that it is pretty close to the end. Clark

To: tero kuittinen who wrote (962)	9/8/1998 10:30:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Tero: Have found your arguments for Nokia so persuasive, bought some at the opening - up 6 in New York BTW. :-) Onward and upward. Re the Qualcomm SI thread, suggest you confine your political analysis to Finnish politics which you may rpt may know something about - your US political commentary reflects the peculiar views of European newspapers. Not too useful as a practical matter. Seems like perhaps the outlanders' commentary re US politics is best left to such well grounded experts as our New Zealand guru :-) Cheers. Chaz