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Technology Stocks : Nokia (NOK)

NOK 6.275

-1.4%

3:59 PM EST

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To: Puck who wrote (10932)	4/23/2001 1:01:01 PM
From: slacker711	Read Replies (3) of 34857

The second is that GPRS is not an industry until Nokia introduces its GPRS phones, which will radically change the market. By that definition the W-CDMA market wont be real until the second half of next year. MOT wasnt the only one with problems....ERICY recalled their first batch of GPRS handsets. ERICY put their resources into GPRS while Nokia was still hoping that the HSCPD? market would take-off. I believe that Nokia HAS delayed GPRS handsets. I think they were initially expected to roll-out during the first half of '01. 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. This has nothing to do with the success or failure of i-mode/WAP. These are services which enable applications and have no impact on NTT's ability to roll-out a new cellular technology. I am actually more optimistic than most about W-CDMA....but to not acknowledge the substantial bear case about the technology puts you in the same place as SSB. Slacker

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