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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (19817)	3/11/2000 6:15:00 PM
From: tero kuittinen	Read Replies (5) of 54805

Lindy - our views really are worlds apart if you think people need to be paid to differ substantially in their opinions on mobile telecom development. No - I'm not on the industry payroll. Nokia's gorilla status has never really been even superficially discussed on this thread. That's because the definition of a telecom gorilla on this thread is formulated from a US point of view. Not by really taking a look at what's happening on the standardization front right now. The view presented here of Nokia as a "GSM company" is totally false; that's what the recent developments are all about. W-CDMA was developed by Nokia and Ericsson jointly; their lead in this standard is the reason they are now landing the initial orders. GPRS is another mobile internet technology where Nokia has an early pole position; Nokia's share is maybe 40% here. EDGE will be another key standard. Unlike has been claimed here, the first operator orders have already been placed. A real gorilla status is derived from the ability to create new standards and dominate them. It's perfectly clear that W-CDMA will be the dominant 3G standard and at the moment it looks like GPRS is going to be the leading 2,5G standard by any measure. The likelihood that EDGE is going to be implemented by the majority of both GSM and TDMA operators is high. I find it extraordinary that you label Nokia's ability to pick and back winning infrastructure standards as "short term marketing victories". We are discussing the mobile internet solutions adopted by the majority of the world's mobile operators. Or rather - we are not discussing them. Just as you like. Tero

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