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 (3493)	2/1/2000 3:58:00 PM
From: DaveMG	Respond to of 34857

I don't understand this whole discussion. NOKIA is obviously doing VERY VERY well. And so is QCOM. What is the point of this whole argument? Can someone help me out? I tried to tell you guys NOK would not be buying QCOM's handset division because they could just buy Q chipsets if they were to become as "desperate" as some of you have suggested. And I agree that it seems Unicom's track record is feeble. OTOH 1xRTT/2000 will likely put the pressure on China Telecom to move to 3G faster. China will be one of only a few markets where GSM and IS95 compete head on. Should be interesting.

To: Gus who wrote (3493)	2/1/2000 4:07:00 PM
From: gdichaz	Respond to of 34857

Gus: The point has already been made that this is the day to celebrate Nokia's earnings rather than discuss China Unicom. Fair enough.. I join you in that celebration and continue to wish Nokia well. Best. Chaz

To: Gus who wrote (3493)	2/1/2000 4:20:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 34857

Gus, i think the NOK posts by you are a sublime cover up to your IDC ties, you just don't like Q. Ruff

To: Gus who wrote (3493)	2/2/2000 11:36:00 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

Re: CDMA v. GSM Forecasts through 2004 - "Wireless2000" market study produced by Micrologic Research and marketed by Forward Concepts. Supplement to Strategis report previously posted for evaluating growth by technology. REPORT SAYS CDMAONE GROWING RAPIDLY, GSM STILL LEADS cdg.org Excerpts: * shipments of cdmaOne telephones grew 166 percent in 1999 to 42.3 million * GSM shipments totaled 125.6 million in 1999, up 42 percent from 1998. * GSM will continue to lead the digital cellular market during at least the next five years. * 254 million GSM telephones will be sold worldwide in 2004 compared to 180 million cdmaOne telephones and 48 million TDMA phones. * emerging third-generation (3G) phones in 2004 projected at 10.6 million in Europe, 6.8 million in Japan, and 6.8 million in the Americas. The report contains over 200 tables, graphs, and figures. Wireless2000 is priced at $2,850. The Executive Summary which costs $2,850 less <g> is here: mosmicro.com Excerpts: * Worldwide Wireless Chip Market (millions) '99 - $5,128 '00 - $5,480 '01 - $6,680 '02 - $8,950 '03 - $12,690 '04 - $18,720 * Worldwide Cellular Telephone Shipments U.S. Dollars in Millions --------GSM-----CDMA---TDMA--3G-- '99 - $26,368 - $10,373 - $5,350 - $028 '00 - $31,614 - $13,430 - $6,053 - $152 '01 - $33,855 - $18,580 - $6,543 - $1,499 '02 - $36,567 - $22,820 - $8,514 - $2,237 '03 - $36,973 - $29,193 - $8,771 - $3,641 '04 - $40,418 - $37,205 = $8,063 - $5,336 The study shows analog shipments reducing from $3,178 (99) to $897 (04) * Data Over Cellular "Now that digital cellular technology is well established for voice, cellular service providers are turning their attention to providing data-communications services. Japan's cdmaOne network is offering 64-kilobit-per-second packet data communications services, and limited Internet browsing using the Wireless Application Protocol (WAP) began to be offered in several countries in 1999" * WAP-Capable Cellular Telephones "We believe that all new digital cellular telephones will include WAP capability by 2003" '99 - 7% '00 - 35% '01 - 75% '02 - 92% '03 - 100% '04 - 100% * The Global Positioning System - Worldwide Car-Navigation System Sales (millions of units) '99 - 5.6 '00 - 8.6 '01 - 12.9 '02 - 16.7 '03 - 20.8 '04 - 26.2 Caveat: I wouldn't take these numbers to the bank until they are scrutinized against some of the other reports recently published or soon to be published. I am particularly leery of the 100% WAP enabled statement and related forecasts. The excellent .pdf file with slides of the Strategis Group Conference Call to Discuss Take-Off of 2.5G/3G which forecast worldwide technology growth are at: strategisgroup.com Strategis Group presentation On "Us Wireless Handsets: Marketshare And Trends" is at: strategisgroup.com - Eric -