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Technology Stocks : Nokia (NOK)
NOK 6.270-1.4%Dec 12 9:30 AM EST
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To: slacker711 who wrote (10931)4/23/2001 12:38:42 PM
From: Puck  Read Replies (2) of 34857
 
I don't consider BT to be a test case for the industry for two reasons. The first is that Motorola provided their infrastructure. The second is that GPRS is not an industry until Nokia introduces its GPRS phones, which will radically change the market. Motorola's GPRS phones only have one timeslot for God's sake. SSB can purposefully ignore the Japanese market in their analysis, but that doesn't mean the Japanese market isn't real and significant. Heck, the Japanese market has the most advanced WAP services available with over 30 million i-mode users. The U.S. market only has a couple million wireless data sub's still. To completely dismiss the Japanese is silly and won't fool anyone. It would make logical sense if the SSB analysts are referring only to the U.S. market in their analysis.
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