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

To: Valueman who wrote (3384)	1/22/2000 5:01:00 PM
From: Eric L	Respond to of 34857

Valueman, << Don't leave me out >> Sorry bout that. I'm a slow typist so couldn't list every regular contributor to the GREAT "S&P 500" thread. <g> << We have laptop makers incorporating CDMA ASICs in the computer on a trial basis now, with the #3 maker slated to make it commercial in 2000/1 >> ... and that is great for me as a Q investor, BUT ... that doesn't do me much good when I travel to Europe (or South Africa or China). My Q phone and BAM subscription stays here, while my associates and clients reach me seamlessly on my US GSM number at reasonable rates. Technology is great but success goes beyond technology whether you are "fastest growing" technology or not. The good news is that that august body that calls itself CDG is FINALLY talking to the GSM Association's Global Roaming Forum (which includes the UWCC). It is about time, IMO. I've posted a link here prior to an excellent article on that subject: Message 12636808 << Put the whip to it GPRS gypsters! >> Thats what I say ... for the reasons stated above. "GPRS gypsters", I like that. Its in my vocabulary. Boy was it fun to paraphrase Caxton. First and (maybe) last time. Bring on the Great mQ! - Eric -

To: Valueman who wrote (3384)	1/23/2000 11:01:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

It's not the data transfer speed alone that determines what impact a new mobile data technology has on the future profits of manufacturers. You need markets where mobile phone market penetration is high; you need sophisticated consumers that are familiar with text messaging; you need digitally savvy mobile operators. That's why more than 50 mobile operators are implementing GPRS into GSM networks - compared to the CDMA mobile data market where Qualcomm is getting Korean operators to implement its technology with a very old incentive. Cash. Let's look at Eric's favorite - BAM. Since over 80% of the subscribers of BAM are still using analog phones, it's pretty clear why BAM is lagging behind in mobile data technology. A good comparison would be Sonera, which switched to 90% digital subscriber base about half a decade ago. Sonera already has a third-generation license, in-house encryption technology, a proprietary mobile portal that is being licensed to otehr operators, first viable M-trading solution for buying and selling stock over mobile phones, etc. Since we know that over 7% of Sonera's mobile network revenue came from mobile data already in 1999, we can quantitatively assess how advanced Sonera is as a mobile operator. It's so advanced that mobile data was already a major revenue source last year. Why did Citibank start a mobile banking collaboration with Sonera? Wouldn't you expect a leading American bank to favor Sprint or BAM? Well; not if there is significantly more advanced technology offered by a Finnish operator. This is where the pedigree of mobile standards becomes important. Since Sonera and other GSM operators started offering internet/fax mobile phones in 1996, they have a several year lead over operators like Sprint or BAM. Any digitally literate oprator has already developed several technologies - like M-banking and M-trading - that are ready for commercial implementation. And digitally literate subscribers are already familiar with value-added text-based services; even at 9.6 kbps. In my book, any mobile operator that doesn't have a 100 million unit volume of text messages right now is a stinker. Because digital competence in 1998-1999 is the foundation for future success. In countries like Finland, Germany, Italy, Hong Kong, etc. there's the critical mass of know-how and high market penetration of mobile services that is needed to break mobile data into mainstream. Leading operators in these markets typically cover 20-40% of the entire population - a made-to-order M-commerce launchpad. Contrast this to USA, where Sprint doesn't reach even 3% of the population. BAM, Airtouch and other operators have a mongrel subscriber base still stuck on antebellum products like analog phones and pagers. So what is Nokia's big priority? I'd say it is catering to the most advanced operators, since they are the ones that have the best shot at turning mobile data into a profit engine. The early success of GPRS and WAP phones backs me up here. It's good and well to dream about future mobile data revolutions - but for shareholders, it's even better that Nokia is turning mobile data into profit growth now. Tero Tero

To: Valueman who wrote (3384)	1/26/2000 1:59:00 AM
From: Diamond Jim	Read Replies (1) \| Respond to of 34857

Not my words below, taken from elsewhere. Did QCOM miss? -- QCOM appears to be bouncing around in the upper 130's late Tuesday evening. Has been bouncing between mid to high 130's since management surprised investors after the close with news of an unexpected slowdown in shipments. Sounds like those paying triple digit p/e multiples may care about earnings afterall. QCOM fell under the whisper number which also caused selling after the close. Looks like those waiting for QCOM earnings to help stock recover are out of luck.