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

To: JP Sullivan who wrote (3262)	1/14/2000 4:40:00 AM
From: w molloy	Respond to of 34857

Nokia inks Chinese mobile Internet deal By Gareth Vaughan, CBS MarketWatch Last Update: 3:30 AM ET Jan 14, 2000 NewsWatch HELSINKI (CBS.MW) -- Nokia Oyj, the world's biggest mobile phone maker, said Friday that it's teaming up with a Chinese cellular phone operator and a Chinese Internet portal to develop mobile Internet services for users of cellular phones and other mobile Net-access devices in China. The Finnish giant said Chinese consumers would be offered a wide variety of wireless Internet services such as sporting events, entertainment, news, stock quotes and shopping guides. Nokia (NOK: news, msgs) said the applications and services would be based on the Wireless Application Protocol (WAP) platform and would be offered through Beijing Mobile Communications Corporation (BMCC) in a trial project. Sohu.com, a Chinese Internet portal which has more than six million page views a day, will develop content for the service. "Innovative mobile Internet services will bring lots of information and services available while on the move," Malcolm Arnold, a vice-president of Nokia China Investment Co., said in a statement. Arnold added that the move would benefit online businesses and attract more advertisers, therefore providing a boost to e-commerce. Nokia and BMCC teamed up in October to demonstrate the use of WAP technolgoy to browse the Net in Chinese. WAP is a technology that was pioneered by Nokia, Ericsson AB (ERICY: news, msgs), Motorola (MOT: news, msgs) and Unwired Planet and makes it possible to read Internet pages from a mobile phone or other mobile Web-access device.

To: JP Sullivan who wrote (3262)	1/14/2000 4:58:00 AM
From: gdichaz	Respond to of 34857

Winston: Agree that what you suggest seems to be de facto what Nokia is doing. The question is whether the failure to compete in CDMA now is a deliberate policy choice or inability to compete within CDMA effectively. If the second, that does not bode well for the future for either WCDMA or CDMA 2000 which will be beginning (remember - just beginning) a couple of years from now. And in the meantime Nokia will begin to lose market share if the entire CDMA tornado is left to others. Chaz

To: JP Sullivan who wrote (3262)	1/14/2000 5:00:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Slacker711 and Chaz are both right. Yes, my comparison of GSM with CDMA isn't precise for how many handsets are being sold of either type, but it's fairly close and as Chaz says, Nokia is in trouble if they go into the crossover with CDMA exceeding GSM handset sales [where the money is made for the likes of Nokia and Qualcomm] without a hefty market share. Nokia's strategy is to do well in GSM and keep that going as much as they can using whatever strategies they can use to delay CDMA, such as ETSI barriers, patent disputes maybe with Interdigital as proxy, GPRS, threats of EDGE and VW40. Every month they can delay CDMA is worth a fortune to them. But they must simultaneously ensure they get into position and gain a good market share of CDMA. The total subscriber numbers conceal the fact that CDMA handset sales per month are actually closing very quickly on monthly GSM sales, though there are far more GSM upgrade sales than CDMA upgrades. Right now, Nokia is doing okay if they really have got 10% market share of CDMA handset sales. That is very far from failure. That is actually very successful considering there are 26 or so subscriber licensees. Here's my official projection. EDGE never sees the light of day [ATT dumps TDMA in a couple of years]. GPRS bumbles into gear and gets a lot of customers for a few years. PHS lasts for two more years then NTT caves in and goes for HDR, forgetting about VW40 which also never sees the light of day, though cdma2000 is introduced in about 3 years. Analog sales drop rapidly over the next two years worldwide and as in Australia, analog systems are shut down. HDR takes off in 2001 with a vengeance. IS95B does really well in Japan and Korea [and elsewhere as it is introduced] with HDR upgrades during 2001. Maurice