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Technology Stocks : Nokia (NOK)

NOK 6.070

-1.5%

Dec 5 9:30 AM EST

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To: Martin Atogho who wrote (3918)	3/31/2000 10:47:00 AM
From: tero kuittinen	Read Replies (1) of 34857

I have no idea who's being most irresponsible here; but of course it would be good if the IPR situation would be cleared up immediately. However - it took years to sort out the GSM IPR situation. Every company thinks that its contribution is the crucial piece. Who's the bad guy now? Who's jamming the negotiations with outsized demands? We probably have opposite views on this, Martin. Peter - expecting Nokia to put a huge effort into second generation CDMA at this point is a bit much. There could well be 300 million subscribers within 18 months in those networks that are now being upgraded with GPRS. This could be the biggest handset upgrade cycle in human history - as well as a major source for network expansion deals. For Nokia it would be very important to break into the North American infra market with EDGE products, because this is the weak point of Nokia's global sales. At the same time, W-CDMA development is demanding a lot of R&D effort - Nokia needs to do both infra and handset development simultaneously. AT&T, BellSouth and SBC are major customers for Nokia; yet the company has zero network sales to these operators. I'm sure you see why it's important this should change. With EDGE Nokia has an advantage; it will be implemented by both GSM and TDMA operators. And it will be implemented by operators already depending heavily on Nokia's handsets. This just might give Nokia a way to explain to TDMA operators why they would be better off with Nokia than the competing vendors. It's going to be a very hard sell, no matter what. Something's gotta give. I don't see how Nokia could handle every single digital standard and all their upgrades and still claim to have focus. The company needs to prioritize and concentrate on those markets where it can leverage its past successes. Tero

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