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: slacker711 who wrote (2845)	11/26/1999 11:18:00 AM
From: tero kuittinen	Respond to of 34857

Now we're getting somewhere. You see - that CDMA global shipment figure is an illusion as far as Western manufacturers are concerned. Korea is not an open market. It won't be cracked by Western companies until W-CDMA, if even then. Japan is another market that has made sure that no Western manufacturers can gain entrance to the CDMA subscribers. That leaves us with Latin America and Australia as possible CDMA phone markets apart from USA and Canada. It's a substantial market - but it's nowhere near as appealing as the global GSM market. Yet. In my opinion, it's not even as appealing as the TDMA market. Because Nokia can and does dominate the TDMA handset market completely right now, thanks to the other manufacturers misjudging the demand. And BTW - Nokia's CDMA phones are selling just fine in Brazil and Australia. They are beating many dedicated CDMA brands, because the brand has built-in demand spilling over from TDMA, AMPS and GSM customers. The situation may be very different in 2001. But since neither you nor me know what Nokia's CDMA plans are for that year, it's useless to accuse the company of "ignoring" the CDMA market. It's all about the timing. Entering a market too soon is even more damaging that entering it too late. Just look at how Sony destroyed their handset franchise in USA with their all-CDMA strategy. I wouldn't second-guess Nokia's long-term handset strategy too much. Just because they don't discuss it doesn't mean it doesn't exist. What is clear is that Nokia's 2000 hinges on the GSM upgrade market: models with WAP and models weighing 78 grams. There's a quarter of billion GSM subs after this Christmas. Most of them have phones in the 150-gram range without mobile data features. If half of these consumers decide to upgrade to jazzier models, we have the biggest upgrade cycle in the history of consumer electronics in our hands. Tero

To: slacker711 who wrote (2845)	11/26/1999 11:37:00 AM
From: Diamond Jim	Read Replies (3) \| Respond to of 34857

re: "Nokia likely needs about 40% growth in their mobile phone unit to justify their current PE." -- What does QCOM need to justify their current PE?

To: slacker711 who wrote (2845)	11/26/1999 12:31:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 34857

[The current nation-wide campaign by AT&T features the digital Startac for their One-Rate plan. I sincerely hope that Nokia manages to sell a lot of those 8860/Wap phones....they will need to. The New York Times ran a full page ad last week by AT&T that featured Nokia's Disney phones. We get the Times 7 days a week. Often, I see T advertise Nokia phones. Also, on local radio stations, in the recent past, AT&T ran a campaign that featured Nokia phones. I'd really like to see AT&T run a TV spot with Nokia phones. Samsung has one that they run with local news. But Back to the One Rate Plan? We believe that the one-rate plan that AT&T offers is very deceptive. Recently, we received a letter from AOL and AT&T that offered a one-rate plan. Only, at the very, very bottom of the letter in tiny letters that were barely legible was a line that said there was a was a monthly charge of X dollars for the one-rate plan. I almost sent the letter to the Attorney General's Office because we believed that T & AOL's advertising was misleading. Our local TV news has warned people in the areas about the one-rate plans offered by various companies because it can be very difficult to find out if there is a monthly service charge. I don't know what kind of phone AOL & AT&T offered with the One Rate Plan. I was so furious that I didn't notice. Sincerely, Mephisto

To: slacker711 who wrote (2845)	11/26/1999 4:12:00 PM
From: Mephisto	Read Replies (2) \| Respond to of 34857

NOKIA DISNEY PHONES, full-page ad in today's The New York Times, Page A17. Sponsored by AT&T, 1-800-OUR FAMILY. The ad only mentions phones by NOKIA. The Nokia phones are advertised in same color as ad, black and white. Last week the advertisement featured Nokia's Disney phones in color. Guess they must have had a good response since they didn't bother to advertise the phones in color again ~ only guessing though. Mephisto