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

To: Peter J Hudson who wrote (3584)	2/7/2000 7:18:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

Peter - I'd like to be more specific on GPRS, but there's not a lot of solid information out there. I'm sure all infrastructure deals have performance clauses, but since those deals are not public, it's very hard to assess them. Moreover - there's a substantial number of unannounced GPRS deals, because many operators specifically request that the deals have to remain confidential. I don't know whether GPRS is "ahead" of 1XRTT - but as always, I'm most interested in Nokia's handset profit margins. That's the one thing that has to go right this and next year. Slacker - maybe there are going to be tens of millions of 1XRTT phones sold by the end of 2001. First of all, much of this is in Japan and Korea, which have effectively shut out Western manufacturers, so the numbers are irrelevant. Second of all, are these models going to command a hefty premium? Sprint was unable to make a go of their first lot of specialized internet models, Neopoint and pdQ. These are the phones tailored for mobile data purposes, priced relatively high - and there was no demand to speak of. Once again - the contrast to many GSM-900 markets is huge. The demand for 7110, which is priced above 600 dollars without subsidies, is apparently very big. That's because the consumers in these markets have had access to some form of mobile data services for 4-5 years, mobile handset market penetration is high and the operators are experienced in selling the services. Until I actually see a 600 dollar internet phone starting to sell well in USA, I don't buy this country as an important mobile data market. There have been too many failed initiatives. As far as Qualcomm is concerned - their view of their importance is way out of line with what I'm hearing from just about any other telecom company and operator. I don't think they're scam artists - I think they are the George W. Bush of telecom companies. Big hat, little cattle apart from ten-year old patents. Watch closely the cdma2000 versus W-CDMA development, I think this will be the South Carolina. And Randall - we've seen the big C in places like Hong Kong and Singapore. Apparently the consumers did not understand the high capacity benefits of CDMA. What they saw in the shops were models without good Asian roaming, without leading-edge features and mostly without strong brands. I expect that what happened to CDMA in these markets will happen in China. CDMA will have a role as a cheapie product aimed at teenagers and low-income consumers. This is what the Competition result in Hong Kong is. Tero

To: Peter J Hudson who wrote (3584)	2/7/2000 11:25:00 AM
From: Bux	Read Replies (1) \| Respond to of 34857

I'm sorry you didn't notice that my reply was a parody of the expected answer from Tero in an attempt to encourage Tero to move beyond the large installed GSM base vs. the smaller CDMA base. Bux's reply to my previous post was neither witty or informative. Like you he failed to address any of my questions comparing GPRS to 1XRTT. As you have now seen, my reply didn't encourage Tero to delve any deeper into the issues. Frankly, I'm surprised you directed that question at him in the first place since his response was predictable. Bux