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Technology Stocks : Nokia (NOK)
NOK 6.070-1.5%Dec 5 3:59 PM EST
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To: tero kuittinen who wrote (9226)2/15/2001 11:51:47 AM
From: slacker711  Read Replies (2) of 34857
 
The GSM market is so big that grabbing even 30% of the CDMA market won't be enough to make up for the shortfall if it stalls. But the comment about "GSM" slowdown is a bit rich, slacker....

I think you are going to have quote me better....I stated the GSM upgrade market has slowed. The data seems to back me up. I believe that the total number of GSM subs was above forecast but the total sales were below. It seems like a reasonable conclusion that upgrade sales didnt live up to industry forecasts. I think that this was due to the lack of killer feature for the upgrade market over the Christmas holiday season. Hopefully, GPRS, color screens and position location can help to turn that around this year.

Picking up share in CDMA would definitely help Nokia make it's sales forecasts. Afterall, we are only talking about a delta of 20m handsets or so between a good year and a mediocre year. If Nokia came out with a competitive CDMA offering during the first half of this year (the 6185i doesnt count) they could make up a pretty good portion of those 20m in CDMA.

Hmmm...hadnt thought about GSM/TDMA handsets. That would definitely provide a barrier to entry if Nokia can succeed in mass producing those types of handsets.

Slacker
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