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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: Peter J Hudson who wrote (3574)	2/6/2000 9:52:00 AM
From: tero kuittinen	Read Replies (3) of 34857

Peter - those analysts had a meeting with Q management and then announced that they are convinced that Nokia and Motorola chipset agreements are imminent. Causality hasn't been proven, but it sure looks peculiar. I don't know any other component manufacturers that broadcasts their future deals unilaterally. It's tacky at best. Confident companies don't feel the need to blab about possible future developments half a year in advance. Because if nothing materializes, it's very, very awkward. I know that Qualcomm has repeatedly stated that they are the only company able to deliver 1XRTT chipsets. My question is this: how can they predict the Texas Instruments chipset selection in 2001? TI didn't buy that CDMA chipset company for tax reasons, you know. Since these products become commercially significant maybe in mid-2001 isn't it a little early to proclaim yourself the emperor at this stage? GPRS and 1XRTT may have the same timetable on paper. That would be a pepr written by Qualcomm. But I invite you to make a list of those operators that have started actually implementing 1XRTT. The number of operators that have made GPRS deals will top one hundred (100) by this summer. Lucent and Samsung have a deal on GPRS handsets. Ericsson is making GPRS handsets a priority. Nokia has promised GPRS handsets by year's end. Motorola has vowed to put WAP in every GSM phone they bring to market from now on. WAP won't make a mainstream break-through until GPRS is there to provide consumers 40-50 kbps data transfer speed. I don't care whether GPRS debuts with 40 kbps or 60 kbps. As long as it offers robust improvement in data speed, it's a winner by default. For 200 mobile operators around the world, there's no alternative right now. What we have with GPRS is a genuine, global rush to embrace a new mobile data technology. New network deals are announced every single week. Hell - Nokia alone has announced a new GPRS deal a week this year. So Bux can be as witty and sarcastic as he wishes. 1XRTT is still a bush-league standard when you look at the number of operators and handset manufacturers showing commitment right now. Nokia doesn't need a mobile data standard that will attract 5 million subscribers in 2001. They need a mobile data standard that can attract 50 million subs in 2001. That's called GPRS. That's the best bet at a new upgrade engine that will keep handset margins solid in 2001. Tero

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