c2,
<< I wonder if there was any discussion of the Global Mobile report dealing with the GPRS handset problems Nokia was having which microe's post referred to? >>
Did you ever consider listening to this morning's webcast to find out the answer to that?
Several questions were asked about the 8310, but the Global Mobile article was not specifically referenced.
BTW: the Global Mobile lead story that Annnova referred to yesterday was published 10 days ago and the content was not particularly fresh when it was published, and in fact most of the detail had kind of dribbled out over the 15 days prior to its publication. Two carriers experiencing some interoperability issues with the 8310 were cited (and another that had elected to hold off on stocking the 8310 was referenced).
<< A bit of a disconnect is apparent >>
You always seem to be suffering from a disconnect when you visit here. <g>
<< There are clearly problems with Nokia's GPRS handsets >>
If it is so clear to you, why don't you explain to the thread what they are?
The 8310 has been through a couple of revs of software since the week before shipments began. Networks have been revved as well. That is hardly unusual with a new class of handsets.
The good news (for Nokia shareholders) is that the 6310 and the 8390 (for the America's) will commence ship before the end of the year. This would indicate to me that whatever problems the 8310 has experienced - and I suspect there have been some that pushed out 6310 deliveries several weeks - are pretty much under control.
As for me, I was pleased to hear Jorma say that Nokia is very satisfied with both the performance and the sales of the 8310.
That is not to say that mass deployment of GPRS is about to commence. It is not, and towards the end of today's Q&A Jorma was rather specific about that.
<< There are clearly problems with Nokia's GPRS handsets >>
Are there "problems" with any other GPRS handsets? ... with the networks they run on? This was addressed reasonably well at Capital Markets Day, ... if you were listening.
Are there "problems" with 1xRTT handsets qualifying on 1xRTT networks from a variety of manufacturers here in the US? ... with the networks they run on?
<< but the extent and nature of them is still unknown. Odd that Nokia did not deal with them --just a rosy scenario. Hmmm. >>
Odd that Qualcomm did not deal with the 1xRTT interoperability issues that US, Latin American, and Japanese carriers are working through that have caused them to miss 1xRTT launches that Qualcomm and CDG projected for this quarter that are not taking place? --just a rosy scenario. Hmmm.
Odd that Qualcomm did not deal with the 1xRTT issues that still exist in Korea that were reported by AFX (Annnova's source for yesterdays NOK article) in the October early November time frame. --just a rosy scenario. Hmmm.
On second thought, it is not odd at all, now is it?
<< Perhaps it's not that significant. Perhaps it is. >>
Perhaps.
But don't worry. Qualcomm was pretty conservative in its guidance for FQ1 & FQ2. Perhaps recently "bullish on Qualcomm" Matt Hoffman's take on a major US carrier should be of no concern:
SoundView Technology cuts FY02 estimates to $1.09 from $1.12 and $2.924 bln from $2.938 bln; says it is hearing from sources that a key domestic CDMA operator is cutting handset procurement; also notes flat to negative indications on domestic CDMA demand from ANAD, VOXX, and RSH; prefers shares in high $40s.
It is unfortunate, is it not, that Qualcomm doesn't do a mid-term update on their guidance in this uncertain market that is transitioning from voice to voice and packet data?
If they had we wouldn't have been blind-sided last quarter. ... or maybe we would have been anyway.
Best,
- Eric - |
