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

To: Eric L who wrote (2323)	9/22/1999 12:17:00 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

As far as I know, Nokia's 14.4 kbps GSM phones are so far for GSM-900 only. 7190 is the upcoming GSM-1900 model that can handle 14 kbps. Nobody forecast this summer's GSM growth in North America - not Nokia, not operators, not industry observers (well... at least most of them didn't). VSTR hit 180% subscriber growth during 2Q and apparently this winter's growth estimates are being upgraded. So the blame doesn't really belong to anyone - this was just unanticipated. Nokia didn't exactly make a mistake in focusing on ATT, either - they are selling out what TDMA phones they can manufacture. Nobody really thought that Motorola would be unable to deliver any kind of tri-mode phones for ATT - this has created even more demand. But of course, rushing new US models out in this situation doesn't make much sense. I'm not sure Nokia can beat Ericsson to TDMA-GSM hybrid market - or that it matters much. If they deliver within 4-6 months of Ericsson that should be good enough. The demand isn't going to take off in a month or two, because the roaming situation needs to be sorted out. It's more of an issue of who gets the best line-up ready for the 4Q 2000. Better to be a little late and get up-to-date specs. Tero