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Technology Stocks : Nokia (NOK)
NOK 6.665-1.0%3:59 PM EST
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To: 49thMIMOMander who wrote (11863)5/23/2001 6:24:02 PM
From: Eric L  Read Replies (2) of 34857
 
re: Accessible Market For Wireless Infastructure

<< Buckingham is close to a nervous breakdown, no?? Borderline case, looosing contact with reality, yes?? >>

Not a Nokia fan ... not everybody is.

Just looking at the slides from the CEO Roadshow again and did a listen to the latest (no new Q&A however ... would have liked to have heard that).

Nokia's view of the accessible market for infastructure is as follows. potential is nearly doubling Share of infrastructure investments - by technology.

Year 2000    Year 2003 

GSM  57%     GSM-EDGE 43%

CDMA 20%     CDMA     12%

TDMA 17%     TDMA      5%

PDC   6%     WCDMA    40%


Jorma says that in the following year the next big discontinuity is the all IP network. I buy that, although this will depend on 3GPP 'R5, so maybe 2005. Nokia seems well prepared.

- Eric -
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