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Technology Stocks : Nokia (NOK)

NOK 6.860

-0.7%

10:13 AM EST

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To: tero kuittinen who wrote (3759)	3/11/2000 2:14:00 PM
From: slacker711	Read Replies (2) of 34857

Well I think I will switch the debate over here since it has little to do with the G&K thread..... Because it's the first time Japan has opened to Nokia. So Nokia has a shot there when 3G finally arrives. It's fairly certain that DoCoMo will also order W-CDMA stuff from Nokia, so two Japanese operators will be 3G customers. I dont think I have ever doubted the fact that Nokia would get orders when it comes to handsets....the questions is infrastructure. Did Nokia get an infrastructure order from NTT? I am glad to see a breakthrough into the Japanese market....however I am worried when Ericsson manages to win Finnish contracts. TDMA operators seem to be gravitating into that direction; this is why Ameritech switched into TDMA. Not because of the lousy second generation TDMA technology, but because it's already looking towards EDGE. Do you actually believe this? Ameritech had 3.7m customers prior to the merger with SBC. They sold off 1.7m of these to GTE (located in the two largest cities that Ameritech covers, Chicago and St. Louis). They had 2m customers left...who were spread all over the midwest. At most, 500,000 of these were likely CDMA..... So why did they switch? The customers and the equipment werent all that valuable....but the spectrum was. The switch to TDMA allows SBC to offer a larger regional foot-print.....and if the JV with Bell South goes through they will have a nation-wide footprint. It had nothing to do with EDGE..... And we know that Nokia can sell GPRS phones at below 600 dollars, at below 100 grams and still turn a handsome profit. The dirty little secret of HDR is that the phones will be bulky and heavy - the dirty little secret of 3G models is that they will cost an arm and a leg. I am going to love to see the effect of GPRS on Nokia's ASP's....have they shown any of the models yet? As to HDR....at least to me, the promise of HDR isnt in phones but rather in laptops and desktop modems. Slacker

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