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Technology Stocks : Nokia (NOK)

NOK 6.055

+2.0%

1:50 PM EST

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To: Ruffian who wrote (4043)	4/7/2000 11:00:00 AM
From: tero kuittinen	Read Replies (2) of 34857

But operators want mobile internet now - and they can't have that without GPRS and maybe EDGE in 2001. So they really have no choice; if one operator launches GPRS, all the competitors must follow or lose the high-end subs. That's what's going down in GSM markets from England to Hong Kong. And there is no W-CDMA without GPRS - that's a required upgrade for GSM networks. Yuo will not find a single GSM operator in the world that would implement W-CDMA without buying a GPRS upgrade first. The question is how much the operators will want to do with GPRS. Do they want to upgrade 70-90% of their existing subs to GPRS subs in 2-3 years? I think they do; and that's da bomb as far as handset sales are concerned. We're talking 200-400 million GPRS handsets within 4 years; and that may make the market for W-CDMA phones look like a tiny niche in comparison. Tero

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