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Technology Stocks : Nokia (NOK)

NOK 6.865

+0.4%

10:37 AM EST

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To: Eric L who wrote (10168)	3/29/2001 5:00:23 PM
From: The Verve	Read Replies (1) of 34857

No ... not necessarrily ... they are more likely subscribing to the idea that cdmaOne/cdma2000 subscribers are going to snub data services. Same with GPRS/EDGE in GSM world where GPRS is disproportionately low (copared to ARC's) and GSM disproportionately high. Eric, ok, let's say data dies an ugly death. Do you actually think there will be a large number of cdmaONE operators who don't want to double their voice capacity? The idea that cdmaOne operators forego 1X and do nothing seems as likely as NOK selling their handset division. This one data point makes me question their entire analysis... What good is a forecast if it is based on flawed assumptions? Verve P.S. BTW, do you think any Euro GSM operators who were planning on installing UMTS are currently reevaluating and strongly considering alternatives? Or do you see these operators absolutely married to the idea of umts, regardless of when it arrives... TIA

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