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

To: Wyätt Gwyön who wrote (2427)	9/28/1999 10:49:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Everybody has problems in this industry. Some new Touchpoints have faulty displays that fade and flicker in the edge areas, some consumers are returning Thin Phones and claiming that they don't last even one day without an external battery. These quality problems in some early batches become liabilities only if they aren't fixed quickly. I don't see how not shipping to BAM is a problem, since Nokia can't even provide Sprint with all the phones they want. 6185 evidently isn't as strong at 800 Mhz as it is at 1900 Mhz. But I disagree on this idea that 6185 has to be an early hit with all CDMA operators. Sprint is so big that if Nokia can land one model among their top three phones, its CDMA market share will rocket on that alone. Nobody has linked the 6185 problems to ASICs. It's the first tri-mode model and that approach has its hazards. But when Nokia gets the tri-mode concept to work well, it will have a big edge over competition. It's a worthwile gambit in my opinion. Obviously trying to make the 8800 series handle both tri-mode technology and internal antenna technology at 100 grams is another gambit. But I think it's been proven that you can't succeed as a handset manufacturer by playing it safe. The early 8810 models in Europe had their weak spots, but they got fixed and now the 8850 is evidently performing extremely well. It's just better to aim high from the start - internal antennas will be a must next winter and getting there early will matter a lot. Tero