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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (1990)	8/2/1999 12:17:00 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

OK - looks like we're heading towards a conclusion in the China debate. Nokia has clocked up over half a billion dollars' worth of GSM network deals in China during the last month alone - Motorola just closed a 370 million dollar deal. Add to that Nokia's 30 million dollar GSM deal in Hong Kong and the GPRS deal in Singapore... and the fact that Nokia's Chinese deals came from both China Unicom and China Telecom. What you get is a cluster of GSM network deals covering the core Chinese-speaking market - within four weeks. Next winter's one key race is the competition for the massive Chinese GSM-1800 expansion phase that the recent Nokia deals opened. If Nokia can keep landing these deals, they will expand their market share considerably above what it was in the plain vanilla GSM-900 market. Keep dragging on those WTO negotiations, Charlene... Another hotspot in the global mobile network competition is Eastern Europe/Middle East/Africa, where 20-30 new GSM operators are starting to contract deals during 1999-2002. South Africa is adding a new GSM operator, which will possibly order world's first GSM-450/900/1800 tri-mode network. Hungary, Czech Republic and other former East Block countries are all adding a second or third GSM operator. Interestingly, Italy is also a key battleground for network manufacturers - a fourth GSM license has just been granted there. Alcatel has a big lead in the new North African network deals, thanks to their historic ties to the area. Middle East looks to be up for grabs. Lucent, Nortel and Siemens need badly to land some of these contracts after fading in Europe and Asia. Tero