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Technology Stocks : Nokia (NOK)
NOK 6.970+2.0%3:59 PM EST

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To: carranza2 who wrote (13064)6/27/2001 6:03:46 PM
From: Eric L   of 34857
 
carranza,

<< Nokia said that the world would be rolling in GPRS phones by the late Fall/Winter this year. >>

That is not what they said.

They said they would ship GPRS handsets by end of Q3. This was very firmly stated by Jorma in CC (still available on Nokia site) at January FY ending.

The specific models (2) were formally released at CeBIT, a month or so later, with the same commitment.

They said they would ship volume in Q4 (specifically "millions", but not specifically "tens of millions, and Nokia when queried on whether or not they could meet pent up demand, stated it was possible they would not, which makes a nice carryover to Q1 02).

A slide from the recent CEO Road Show showed 5% of handsets (can't remember if that was units or $) said that GPRS shipments would approximate 5% of total.

<< This is absolutely critical to the UMTS transition. >>

I agree, it is, but it is not all on Nokia's shoulders and theoretically Motorola, who is GPRS enabling practically their whole product line, and who has more (bloody) experience than anyone with GPRS mobiles, stands to benefit most from delivering quality product, if they deliver quality product, on schedule (including GPRS-1900 for the states, which Nokia has not committed to).

In all some 8 major vendors (including perpetually late Samsung) are committed to shipping some 20 models this year.

<< We'll see GSM carriers going our way, in my opinion, should the promise be broken. >>

What is "our way"? This is the Nokia thread.

Who is commercializing 1xRTT for GSM MAP?

Has 1xEV-DO for GSM MAP commenced standardization?

If "our way" is not Nokia way, best you find out the answers to those questions.

- Eric -
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