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Technology Stocks : Nokia (NOK)
NOK 6.835-1.1%Nov 7 9:30 AM EST
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To: Diamond Jim who wrote (2847)11/26/1999 11:59:00 AM
From: tero kuittinen  Read Replies (3) of 34857
 
It's good to remember that the Merrill Lynch upgrade was not based on the handset outlook. It was based on the GPRS outlook. Here's one mobile data technology that is actually being sold to operators right now. Most get GSM network expansions as well, since they need more capacity to handle future data traffic.

ML radically upgraded their projection of GSM operators implementing GPRS from 20% to 50%. That seems too low considering the current momentum. And Nokia has abruptly grabbed maybe 50% of this market, which did not even exist last winter. Plus the Koreans are now backing W-CDMA openly - Nokia's mobile infra sales situation might be brighter than it seemed just last spring.

Tero

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