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Mycroft,Long time no speak. We worked together a bit a few months back analyzing a few other blue-chips. I've got to admit, wireless is much more interesting :)In actuality, I'm all ears because I do have some money to invest (holding it now in cash) and I'm looking at Nokia. I notice that you're focusing on the cellular equipment providers. Do you think that other fine companies such as Lucent, Cisco, Texas Instruments, etc. will also quickly gain market share as wireless technologies pervade every aspect of our lives?? In other words, it may seem logical to focus on Nokia, MOT, et al. now when wireless is in its infancy, however long-term, what makes us think that this technology will center around these companies??Off the top of my head, I always favor the company that's solely focused on the industry that I'm interested in. For instance, if it's networking equipment, I like CSCO (LU has too many irons in the fire with the POTS folks). If it's data storage, I like EMC (they do nothing else). Therefore, with that simple test, NOK seems to be the most focused on the topic at hand, unlike Ericsson and Motorola which are far more diversified. My only worry is: While Nokia is clearly an innovative company with good products, do they have a clear technological advantage that sets them apart from other competitors? I'd also like to discuss on this board other companies that make stuff like low-power consumption chip sets (somebody like ARM), amplifiers, digital signal processors, broadband chipsets, etc., etc. All these types of companies will benefit hugely from the wireless revolution.In short, this is a new area of research for me but I will try to assist where I can!
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