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

To: Eric L who wrote (3519)	2/2/2000 3:52:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Guys - the new Chinese GSM manufacturers are pushing out models that cost about 40 bucks. If you think that this is a good moment to launch a GSM/CDMA dual-mode phone with its high IPR costs, you have another think coming. It's possible, though tough, to fight Chinese competition by introducing models that are ultra-light (8210) or have an advanced Chinese-language user interface and pictogram composition software (7110). These are the important weapons against the domestic competition that is being aggressively protected by the government. GSM is offering both country-wide and global roaming for Chinese consumers. What would adding CDMA functionality achieve? Higher manufacturing cost and limited coverage. To achieve what? Roaming in Tokyo? I'd say that's not the factor driving phone sales in Shenzen right now. The internal aerial with better reception than in 1998 stub-antenna models is a major hit among Asian consumers - this is the kind of stuff Nokia needs to fight off low-end competition. Bundling extra digital standards to GSM in a country that severely restricts travel is a serious non-starter. Keep your pants on with these new IPR schemes. Tero