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

To: tero kuittinen who wrote (1142)	11/5/1998 4:07:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

"I much prefer the warm, fuzzy, communal, Nordic-style consensus-building approach of Nokia. They are perhaps the most beloved mobile telecom people around." You don't sound like that when Nokia slays L M Ericsson and Motorola! It sounds like the royal families who, having drenched their countries in blood to achieve power, start to pretend that they are beloved by their happy peoples. The great strides in GSM are thanks to excellent engineers in Nokia. cdmaOne is still getting going. The MSM3000 is coming out. That will fix a lot of standby time and other stuff. Of course Nokia will keep moving on GSM so Q! is chasing a quickly moving target. But in the end, the inherent cdmaOne advantage will be the deciding factor. There is simply no escaping it. What Nokia will be doing right now is developing, as fast as they can go, red hot cdmaOne handsets. So just when The Q! catches GSM, it will be irrelevant because Nokia will be off and running flat out with amazing cdmaOne handsets. "Why should the IT industry willingly walk into the trap of backing a standard which will be dominated by one telecom company?" It isn't a trap. They should adopt that standard because it is the best one. GSM is not royalty free. Neither is cdma2000. Bad luck for standards communist committees and jealous, envious telecom companies, but QUALCOMM owns the property they want to include in a standard. "Is there a more resented software company than Microsoft or a more resented telecom company than Qualcomm? " Resented by whom? If you mean by jealous rivals, probably not, after all, envy is reserved for those better than oneself. But customers like Microsoft - to the dismay of Janet Reno and cronies. QUALCOMM is an all American hero [to those few Americans who have even heard of it]. The jealousy, envy, resentment and whining of L M Ericsson, the Korean companies and government and the rest sits lightly on my broad shoulders. Silly Nokia sending Microsoft packing! Maybe they thought they were tough but perhaps they haven't heard the story about the guy who didn't like salesmen and sent the machine gun salesman packing. Maurice PS: You call the shots here? Okay, you call the shots and I'll fire them! Be ready to duck.