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

To: slacker711 who wrote (3581)	2/6/2000 11:52:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

And if there really is a wide-scale roll-out of 1XRTT one year from now, I'm sure Nokia has plans for that. In the meanwhile - are we going to use this entire year agonizing on which chipsets Nokia will use? Is this really a central issue for Nokia's profitability during 2000-2001? What I found interesting about last quarter was Sprint's dismal 24% year-on-year subscriber growth. There is no sign whatsoever that the US CDMA operators are going to be a motor of mobile data sales. On the contrary - Sprint's collapsing year-on-year growth coinceded with its mobile data initiative. This is a very strange development. Sprint launched an ambitious, nationwide mobile data initiative in the summer. The result: by year's end, not only AT&T, but also leading iDEN and GSM operators are showing better growth than Sprint. In most countries, mobile data initiatives lead to higher ARPU numbers. In Sprint's case, the 4Q ARPU was dead flat. What does this tell us about the US consumer interest in mobile data? Nothing good. The contrast here to the feverish interest in WAP phones in Europe and Asia is remarkable. For Nokia, the crucial development is going to be how many consumers are willing to upgrade GSM phones to internet versions during the next two years. There is clearly apparent demand for internet models in the core European and Asian markets. There doesn't seem to be any evidence of real, consumer-driven demand for internet phones in USA, though. It's a contrast most US analysts prefer to ignore. That doesn't make it go away. Tero