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Technology Stocks : Nokia (NOK)
NOK 6.910-0.9%Nov 11 3:59 PM EST
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To: Eric L who wrote (19652)4/18/2002 11:12:56 AM
From: Caxton Rhodes  Read Replies (2) of 34857
 
What we are seeing is the failure of GPRS to make any impact on the GSM market. In the next six months we find out if 1X has an impact on the CDMA market. Initial signs for 1X have been good, while the initial signs for GPRS have sucked.

Now we wait and see if slower GSM growth is due to the economy, lack of interest in higher data speeds, or preference for better devices, capacity, and data speeds (which we get to watch for the next year, starting in July when PCS launches 1X.

Nok is in trouble for four reasons, GPRS sucks, more competition form the like of Samsung, saturated market in Euroland, and delays of WCDMA.

Caxton
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