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

To: tero kuittinen who wrote (3624)	2/13/2000 11:41:00 AM
From: Wyätt Gwyön	Read Replies (2) \| Respond to of 34857

tero, re: GSM global roaming and Voicestream, I pulled the following off Voicestream's site as charges for roaming to Finland using Sonera and UK with Vodaphone. All the prices look the same, so I guess these are the rates VSTR has negotiated worldwide. Are prices typically this high for Europeans as well, or is this just because Voicestream is North America? I would think these price levels would discourage all but minimal overseas phone use for consumers. BTW, Voicestream's site makes it easy to determine prices. FINLAND ------------------------------------------- Sonera Handset Display: Sonera, TELE Customer Service: +358 800 1 7000 $4.00 a Month Feature Charge $2.29 a Minute for Outgoing Calls $2.29 a Minute + long distance for Incoming Calls -------------------------------------------------------------------------------- UK Vodafone Limited Handset Display: VODA Customer Service: N/A $4.00 a Month Feature Charge $2.29 a Minute for Outgoing Calls $2.29 a Minute + long distance for Incoming Calls Also of interest> To: the_rich_janitor (66597 ) From: Mucho Maas ( Ignore ) Sunday, Feb 13 2000 11:30AM ET Reply # of 66628 TRJ, good to see you here. Look at this service from Voicestream--called Infostream (see link below). It is their wireless data service. According to the specs, it is circuit-switched so I do not see them having an inherent cost advantage, but they are pushing it aggressively. I just saw an ad in the local paper (Austin) saying the cost is $29.95 a month for unlimited use. Meanwhile, voice service is $39.95 for 500 minutes, or 8 cents a minute. I don't think Sprint has an unlimited option. I wonder what Voicestream's strategy is--just suck up users on the price point till they hit capacity? Voicestream did their initial rollout here a few months ago. Wonder how this will progress. voicestream.com How Your Workplace Can Be Anyplace You Choose Compatibility Technical Details InfoStream Support InfoStream lets you access all the critical information you need from your laptop computer — using only your VoiceStream phone! Acting as a "wireless modem" it lets you get more done from more places so you can spend more of your time — wherever you choose! From anywhere on our digital network, InfoStream offers wireless access to: E-Mail Your office computer network Fax machines The Internet Create your own virtual office or gather and distribute information in a variety of ways. With InfoStream, a sales force knows the exact status of inventory and client decisions, delivery drivers constantly receive updated information and directions, and real estate professionals gain access to the Multiple Listing Service.

To: tero kuittinen who wrote (3624)	2/13/2000 4:59:00 PM
From: sisuman	Respond to of 34857

Tero, I share your concerns about Nokia only being able to achieve a 30% WAP handset market share. So I decided to try some relatively simplistic calculations to quantify the WAP impact. Please bear with me. 1. Assume that Nokia sells 10% WAP handsets (12 million) in 2000 at $400 with a 30% margin. 2. Assume that the remaining 90% (111 million units) are sold at an asp of $144 with a 20% margin (this is a 15% drop in asp from 1999). Total handset revenues then are $20.8 billion, with WAP contributing $4.8 billion or 23%. Total operating profit becomes $4.6 billion, with WAP contributing 31%. Overall, handset profits increase by 49% with just this level of WAP sales. A second scenario assumes that Nokia achieves 37.5% WAP market share, selling 15 million WAP handsets. Nokia profits then increase by 61% from 1999. WAP contributes 36% of the total. If the year 2001 becomes "the year of the WAP" - the first year with high sales volumes - Nokia could sell some 60 million WAP handsets. This could have a profound impact on profits! No wonder Jorma stated in the year-end analyst's conference call that the next 1-1/2 years are critical. Sisuman

To: tero kuittinen who wrote (3624)	2/17/2000 8:03:00 AM
From: sisuman	Respond to of 34857

I remember when this Nokia site was focused more on meaningful discussions of product differentiation and market segmentation - led by your insights into these areas. What do you see coming out of CeBIT next week in the way of Nokia products? Will next week be the start of the "WAP wars"? It would appear that, with the advent of WAP, a "sea change" is about to take place - where success will be based on new product/market/technology innovations - with the risk that new leadership could emerge. 1. In the product area, new handset innovations can take place in screen size; in b&W vs. color; in data input methods (keyboard or stylus or voice); internet navigation functionality; in the video possibility; etc. 2. The teen agers market might value the downloading of still pictures and music onto their handsets very highly. Whereas investors will go for stock alerts. Business users will want intranet functionality above all. 3. Technology wise, who knows how much different consumer groups will be willing to pay for internet access speed. Will 56k be sufficient? Will 384k access command a significant premium? Any views, Tero, on what Nokia might be thinking or what they can be expected to unveil at CeBIT? Will all their new handsets be WAP phones?