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Technology Stocks : Nokia (NOK)

NOK 6.515

-1.0%

Jan 13 3:59 PM EST

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To: Eric L who wrote (8959)	1/27/2001 3:45:03 PM
From: gdichaz	of 34857

Yo Eric L, As usual, valuable viewpoint. Agree that either Nokia has a working GPRS phone soon or Nokia will be in deep doo doo (Of course as you know I am skeptical as it is), so that is clearly number 1 priority. Re:<<< The 1x market comparatively is small, and CDMA growth is somewhat stalled, everywhere but the Americas, and will be till we get to W-CDMA. A final step (for the all important Americas) will be getting to 1xRTT. Next year is fine. A six to 9 month differential to market will not hurt Nokia relative to increasing CDMA market share.>>> Putting on my Asia centric hat, I suggest that Korea and Japan (and very probably China) will be the main areas for CDMA 1x this year. Also suggest that Nokia misses that opportunity -- particularly China -- at some cost. But like you I expect Nokia to miss that possible market this year. On North America, I would suggest that Sprint at least will shift to 1x phones as soon as practical, so for Nokia to miss that too will be a loss of potential sales for Nokia. Time will tell. Best as always. Chaz

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