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

To: gdichaz who wrote (1201)	12/5/1998 11:39:00 AM
From: Dave	Respond to of 34857

gidchaz: I agree with the point that Q makes money off of royalties, however I disagree with the term "lots of it" since it is relative. To some people $100 is "alot of money", to others it is not. 3 Qustions, how much money did the Q make in royalties last year? How much money did the Q make Overall? Then take the Percentage. My guess is that the percentage of money made Royalties/Overall > 10%. Although not "chump change", it is not "lots of it" I would consider "lots of it" to be greater than 50%. Case that LU "unable" to design and produce CDMA chips not proved. I don't think I said that Lucent was unable to design and/or produce CDMA chips. I said it is clear that Lu/Phillips were unable to design and/or produce a CDMA phone/handset that was commercially viable. Also suggest that volume handset production is low priority for the Q. The Q just wishes to push the handset innovation envelope especially re data and internet access - hence modest handset production. No real opinion there. dave

To: gdichaz who wrote (1201)	12/5/1998 4:36:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 34857

Chaz, thanks for saying what I would have said. Dave, I agree with the arguments which Chaz gave. But Chaz: You said, ------------------------- "Qualcomm and Nokia - together the world" is that the two companies are highly complimentary. -------------------------- That's complementary! I haven't heard either offer compliments to anyone that I can think of. Nor do they give things away "compliments of the shareholders". They are both quite self-focused and not given to compliments. Though they do complement each other - MSM3000 and IP from Q! and huge handset marketing and competency from Nokia. Though they DID muck up their first cdmaOne handset attempt, which Tero tried to pass off as being "Well, they don't want to produce a GOOD handset in cdmaOne" by some weird logic. [Just having some fun being picky! I'm not really pedantic - though I notice a few errors of English in Tero's articles. So few that I hope he doesn't ask me to go back and find them again to back my claim. Maybe 5 which were of a non-typo type. I'm interested in Tero's biochemist knowledge and thinking, because for several years I've thought that after telecommunications, biotech is the place to go and where the huge money will flow. We all too often get sick and have genetic grottiness - once we have the Web 'wired' to use an odd phrase in such a context, we'll be dumping out money in the trillions into biotech to rescue us from ourselves. Tero has said Nokia will top out after another 4X market cap or something like that. Where to next Tero? We need to look around with time to spare. Maurice