Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tero kuittinen who wrote (2058)	9/7/1999 9:37:00 AM
From: slacker711	Read Replies (1) \| Respond to of 34857

Comments from the Lehman Brother analyst (Tim Luke) on Nokia....largely neutral. lehman.com Slacker

To: tero kuittinen who wrote (2058)	9/7/1999 5:41:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Tero, Craig Farrill of Airtouch says that they won't charge by the minute, they'll charge by the bit and the delivery date required for that bit. So 3G will be much, much cheaper than the current blundering minute rates with networks running at 25% capacity if they are lucky. You can forget $2 to $5 per minute. People will learn quickly that it's expensive to watch images and especially moving images! The 2G will be replaced by 3G because so many people will want 3G services, at least some of the time and they'll still be able to make plain old phone calls. This is a high speed technological and financial race as you have always said. Nokia used to have a battery life advantage on GSM but check out the ThinPhone talk times and you can kiss goodbye to that advantage of GSM. Nokia still has economies of scale advantage, but not in the CDMA world. That advantage is held by Qualcomm. Sure, CDMA is still small, so Qualcomm's overall cellphone market share is tiny. But the trend is their friend. 3G is going to be cheaper and better. This is a threat to the mainframe PC Web business. Many people will just have a WWeb device and no hardwired PC. For example those who just want voice, email and a bit of browsing with voice control of most functions. Maurice