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Technology Stocks : Nokia Corp. (NOK)

NOK 6.465

-0.5%

Dec 31 3:59 PM EST

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To: Puck who wrote (10)	11/13/2000 3:54:08 PM
From: tero kuittinen	Read Replies (3) of 9255

There is a general consensus in Finland that Nokia has at least 12 unannounced GPRS contracts. It's also assumed that Ericsson has fewer unannounced deals. Hard to find out the actual numbers - but Nokia's announced deals don't add up anywhere near the "well over 50 GPRS deals" cited in the press releases. "Well over" is largely seen as 54-56 GPRS deals - more than "over 50" but less than "nearly 60". The GPRS market leadership is Volusia County of the telecom market - it has this Southern Gothic complexity. The number one position hinges on deals made with operators that have core GSM networks from one vendor and refuse to publicize information about their lead GPRS vendor being a rival. The most interesting deals are secret. What's confusing here is that some vendors are still claiming GPRS trial deals that have already been awarder commercially to rival manufacturers. Is a GPRS deal that has not lead to a commercial implementation still a GPRS deal - or not? I think the situation warrants a hand count - company tallies can be misleading. It's interesting to follow the debate about 1XRTT as a potential GSM upgrade. But it's also glaringly obvious that nearly a year has passed now since the 1XRTT-GSM speculation started. And no major or minor GSM operator has made any move away from GPRS. Time is starting to run out - from a purely commercial point of view. No new mobile data standard is viable without good roaming and volume sale prospects. At the same time, GPRS without EDGE as a TDMA upgrade is now a serious proposition, which it wasn't last January. Tero

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