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

To: tero kuittinen who wrote (1857)	5/2/1999 11:06:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, You just did it again. Contradict yourself. You can recommend dogs like Iridium and Globalstar and get sympathy if you're wrong. Is that the fact? Or your opinion? I remembered you mentioned you did not think G* will not be a wild successful venture. Now what did you just write? A funny thing is you kept mentioning GSM vesus CDMA. And kept mentioning ERICY and Nokia and other companies as GSM manufacturers that had all the market shares that can overtake Qualcomm as a single CDMA company out there doing CDMA. That is simply untrue. The facts are still ERICY just signed a CDMA license with Q. And Nokia was a licensee with Q a long time ago. Remembered I told you about the "Go" game. How do you know who is going to win when we are in the early stage of the game? Or may be I should say the game is still in the first inning and still has 8 inning to go using US favorite game-baseball. The market is huge out there. The fact is GSM do not have a 3 generation future but to change to another name W-CDMA. Otherwise your Nokia and ERICY do not keep bringing up WCDMA as an advanced technology that their customers want. I will be patient to see Nokia to sign a license with QCOM regarding WCDMA. Hey may be Nokia does have some patents on CDMA. How many? May be Nokia started CDMA R&D a decade ago. Can Nokia make it work without QCOM's patents? Can it also match with QCOM's 150-300 plus patents? The answer is clear. No. I will be patient. Pay up or no WCDMA. Best, Brian H

To: tero kuittinen who wrote (1857)	5/2/1999 1:12:00 PM
From: Bux	Respond to of 34857

Tero, You did it again. I asked you a simple question and you evaded it by providing a long diatribe on why you are Euro-centric, how Europeans have dominated cellular for the last 10 years, and how Qualcomm's phone business will loose money. Qualcomm would do just fine as a chipset manufacturer and licensing fee collector. Instead, they are signaling their determination to make it big in the handset business. They have even said that they will enter European and Chinese markets. That sounds like a potential Stalingrad for this company. W-CDMA licensing fees might be a great bonus for Qualcomm - but don't think that they can't squander every cent of it if they persist on their quixotic goal of becoming a big mobile phone brand. They don't have the R&D, they don't have the brand, they don't have a decent segmentation strategy, foreign distribution networks or solid global market share. Here are some facts; 1) Qualcomm sells every phone they make as soon as it is made. They are running their manufacturing plants at full tilt. 2) Profit margins have been increasing in the phone division. 3) Volume of phones manufactured has been going up. 4) Qualcomm also manufacturers the most advanced CDMA chips for mobile phones. The thin-phone is coming out this month, upping the ante for other CDMA phone manufacturers. In light of this, how can you claim they will soon be loosing money in the phone division? But if you answer even one question, let it be this one which you have evaded so far: If Qualcomm is not important regarding W-CDMA, then why will QCOM receive far more royalties from the future sale of W-CDMA equipment, chips and phones than any other company in the known universe? Bux

To: tero kuittinen who wrote (1857)	5/2/1999 1:20:00 PM
From: Labrador	Read Replies (1) \| Respond to of 34857

Tero, do you have any thoughts on why China Unicom has an agreement with Ericsson to buy GSM, but now they state that they will invest heavily in CDMA? I don't understand this. dailynews.yahoo.com

To: tero kuittinen who wrote (1857)	5/2/1999 4:18:00 PM
From: Claude	Read Replies (1) \| Respond to of 34857

OT- Tero, I just wanted to compliment you on your mastery of English. I know many Scandinavians speak English as a second language and you may have been speaking it your whole life so don't take this the wrong way. I wince at all of the errors the 'native' speakers are making in their responses to you. You must really get their goat for them to write so badly. I'm not going to bother pointing the errors out, as I'm sure your quite capable of discovering them on your own. Keep up the good work. BTW- I am a QCOM and NOK long. Claude (rhymes with TOAD)

To: tero kuittinen who wrote (1857)	5/2/1999 4:53:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 34857

GSM is exploding to 300 million subscribers during next year That's a very big number. Do you mean by yearend 2000? How do you arrive at that number and do you have a number of GSM subs today? Dave

To: tero kuittinen who wrote (1857)	5/2/1999 10:36:00 PM
From: JP Sullivan	Respond to of 34857

I chose a road less traveled. I can't say I'm regretting that. Nor can I. Robert Frost and I truly appreciate your contributions to this thread :-) In a previous post you gave me the impression that you did not find NOK attractive at present levels. Are you expecting further declines? <$70 perhaps? Winston