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: Gus who wrote (3464)	2/1/2000 12:01:00 AM
From: Gus	Read Replies (1) \| Respond to of 34857

Actually, China Unicom is much bigger than 3-5% thanks to GSM. Probably closer to 10-11%. Enjoy. ....Five of the contracts, totaling US$163 mln, have been awarded by China Unicom for the expansion of GSM900 networks in the provinces of Jiangsu, Guangdong, Fujian, Shandong and Xinjiang. It is the second time this year Motorola has expanded network services in these five provinces..... ....Motorola has supplied and expanded the GSM network for China Unicom since 1994. The network, which serves 4.7 mln subscribers, has experienced 300% annual growth since 1997. chinaonline.com You may also want to see how Motorola operates in China so you can sift through the CDMA FUD coming your way. Tough standards are being set by NOK, MOT, ERICY and Siemens in China. ....During the first half of 1999, Motorola has already made local purchases in China totaling US$435mln, and local component rate was 60%. The company also plans preliminary production of semiconductors in China and establishment of a research and development center there. chinaonline.com

To: Gus who wrote (3464)	2/1/2000 8:51:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Gus: The fascinating thing about Nokia and this board is the concentration on the past and today as opposed to potential from today forward. Sure GSM is huge in China and around the world. No question. My interest is that Nokia be as well prepared as possible for all technologies with major potential in China and elsewhere - and that includes CDMA as well as GSM. And in China that includes the "tiny" China Unicom with its 40 million CDMA customers potentially in the next year or so. That market is worth selling to IMO. Again, makes sense to sell as much GSM as possible in China and all around the world. That is a given. But why not prepare well and sell just as well where CDMA is and where CDMA will be? Just puzzled at myopia. Best. Chaz

To: Gus who wrote (3464)	2/1/2000 9:18:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Gus: Addendum and correction: The Chinese plans for CDMA through China Unicom appear to be as follows: "1. To build a network with a capacity of 10 million subscribers, covering over 50 domestic cities, by the end of 2000. 2. To pursue new construction and expand existing construction nationwide to achieve 10 million subscribers per year in 2001 and 2002. The cumulative construction capacity will reach 40 million subscribers with general coverage of most domestic cities above the county level by 2003. In addition to its GSM subscribers, Unicom will have 30% of the market share in the domestic mobile communications market." Would not that size market (if it happens) be an attractive one for Nokia? Best. Chaz