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

To: tero kuittinen who wrote (1075)	10/19/1998 4:41:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 34857

RCR a publication on wireless technology in the US has a couple articles of interest. One is that Ericy is trying to find a way to sell CDMA phones. The second is that the Clinton Administration has pushed the Japanese to open up consideration of CDMAOne alongside its previous concentration solely on WCDMA. And separately Bloomberg is running a story that the US Trade Rep is opening up a European tour starting today with a major push for CDMA in Europe. Looks like Nokia is sitting pretty vs Ericy with a foot in both camps while Ericy limps along one one leg. Still think Nokia and Qualcomm - together the world ! Chaz

To: tero kuittinen who wrote (1075)	10/19/1998 6:49:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

I forget the url, but some commentator was saying that Nokia's success is coming from cdmaOne's rapid growth too, by way of explanation for their huge gains against Motorola and L M Ericsson. That is misplaced hope. Nokia's gains seem to be almost entirely from success in GSM. The news is simply going to get worse for L M Ericsson as cdmaOne develops. Nokia is taking more and more of the GSM markets. Their inroads into cdmaOne are trivial for now. When Nokia gets their cdmaOne singing, they'll go ahead of L M Ericsson and Motorola even faster. There is a LOT of competition in cdmaOne handsets now, with a 75 gram Appeal model now out and gobbling market share in Korea flat out. Presumably in Japan too, but that wasn't mentioned. Philips/Lucent has crashed in flames. Nokia will have to move quickly, probably going to QUALCOMM's MSM3000 and ditching their own chips in an effort to keep up. Nokia is looking extremely good. 'Overbought' seems questionable. Maurice