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Technology Stocks : Nokia (NOK)

NOK 6.375

+2.5%

Dec 18 3:59 PM EST

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To: Dennis Roth who wrote (13645)	7/13/2001 10:13:00 AM
From: Eric L	Read Replies (1) of 34857

Dennis, Motorola appears responsible for part of Nokia's weakness in mobile phones, Bear Stearns analyst Wojtek Uzdelewicz said in a research report. ``Motorola is becoming a tougher competitor for Ericsson and Nokia.'' It will be interesting to watch this one. Motorola gambled and suffered a lot of pain by getting out GPRS handset prototypes earlier than anyone. I personally feel that will pay off for them, short and medium term, perhaps even long term. << I believe Nokia said millions of GPRS terminals would ship in the last quarter. And they're right. Millions will ship. Marked Motorola. <g> >> That's what they said. They also have stated that they may not be able to meet demand till next year. Quarterly numbers will be interesting next several quarters for the big three (and the rest of the pack). << Tables from GSMA. >> Tables actually from John Hoffman's newsletter. Not exactly official. He has compiled that from vendors public releases, and backed up availability or slippage from conversations with carriers. He has been tracking this for sometime, and whose slipping is very interesting. Samsung one of the worst offenders, and I am under the impression that 4+2 model shown as available is not a 4 + 2. << Do they have any for EDGE terminals and systems? >> John's not tracking on EDGE. I think only the foolhardy (not under agreements with AWS) will preannounce any EDGE terminals. I personally suspect EDGE terminals will just appear (whenever) at AWS. Whose and when is hard to say. - Eric -

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