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

To: Mika Kukkanen who wrote (2312)	9/22/1999 8:49:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Arrgggghh... I can't fight my feelings... T28 Worldphone looks hot. Ericsson's previous GSM-900/1900 model created some interest, but little sales at 200 grams. The new model is below 90 grams, packs stuff like voice-dialing and vibra alert. The timing looks good with the US GSM operator mergers and plummeting roaming charges between Europe and USA. I think Omnipoint now offers Europe-USA calls at 70 cents. Good luck for satellite operators seeking customers in Europe, Africa, China and Australia. You might argue that T28 is more advanced than any single-band digital handset now in the US market. I think the size will be a major selling point - 8810 and V3688 were summer hits in Europe and the miniaturization mania could take off in USA this winter. I don't think that T28 has a design edge over the 8800 series - but Nokia will launch 8800 in USA first in TDMA format, so they aren't in direct competition anytime soon. The T28 versus 8850 stand-off in GSM-900 markets looks tight. Nokia will probably price 8850 above T28 and position it as a premium model. It could work, since 8850 has luxury features like metal-alloy cover and white-light display. In any case, I don't think that Motorola's V3688 can maintain its current niche as the hippest phone around. They launched it too early to become a Xmas hit - it's not fresh anymore, because it lacks some new features T28 and 8850 are introducing. It will be interesting to see if Motorola can get the V-series out in USA before Nokia rolls out 8860. The first company to ship 90-gram phones in volume in USA gets the dips on the pent-up demand. Tero