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: Bux who wrote (3047)	12/16/1999 12:07:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Actually - Motorola was duped into thinking that they can build their future mobile network growth on CDMA. By you know whom. That expert snow-job cost them plenty. They couldn't simultaneously juggle iDEN, TDMA, GSM and CDMA, which is no wonder. Their big CDMA bet in mid-Nineties led to a situation where they lost the TDMA market to Ericsson and a big chunk of the GSM market to Nokia. In return, they got into the situation we saw during the last quarter: declining CDMA network sales dragged down their entire infrastructure division into sales decline. In the meanwhile, Nokia's global mobile network market share has jumped from 3% to 15% and is growing on the back of GSM-1800, WAP and GPRS strength. So if you're thinking that Mot could have avoided this debacle by putting even more resources into CDMA networks, I'm not really following your line of reasoning. They damaged the company badly enough by diverting resources from TDMA and GSM, which propelled Ericsson and Nokia to 40% infra sales growth during the last quarter. As a direct result MOT is now losing the GPRS and W-CDMA markets, which are fuelled by GSM operators. You think that more of the same would have done them good? Tero