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Technology Stocks : Nokia (NOK)
NOK 6.640-0.4%3:59 PM EST
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To: brian h who wrote (1761)4/14/1999 8:43:00 AM
From: tero kuittinen  Read Replies (1) of 34857
 
Right... and Taiwan just happens to be angling for WTO membership as well. This Taiwan "decision" would bring CDMA to Taiwan around 2002. At that point GSM will have around 40-50% market penetration among the entire population - 20% of the Taiwanese already have a GSM phone.

It's not the early lead that counts - it's the explosive growth of GSM taking place right now. I'm not talking about projections, I'm talking about actual sales reported in 1998. I'm glad Acer is buying Qualcomm's chipsets. None of the leading brands are. Wait for a couple of quarters and you'll see what losing the business of Motorola, Sony, Samsung and Nokia to competing chipset makers will mean. I don't think that selling chipsets to Acer and Hyundai is going to make up for that mass defection. None of the wanna-be handset companies show any signs of being able to challenge the top five brands in the world. If you contact BAM, Primeco and Sprint people and ask which CDMA phones are being positioned as the leading models for this spring and summer you might learn something interesting. Real competitin in the US CDMA phone market starts this spring. Judging from Motorola's CDMA Startac launch and early interest in Nokia 6185 there is going to be a sea change. Don't take my word for it - find your own primary sources of information.

Besides, Nokia and Ericsson are *not* funding their GSM network sales to China. They don't have to.

Tero
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