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: tero kuittinen who wrote (3759)	3/11/2000 2:14:00 PM
From: slacker711	Read Replies (2) \| Respond to of 34857

Well I think I will switch the debate over here since it has little to do with the G&K thread..... Because it's the first time Japan has opened to Nokia. So Nokia has a shot there when 3G finally arrives. It's fairly certain that DoCoMo will also order W-CDMA stuff from Nokia, so two Japanese operators will be 3G customers. I dont think I have ever doubted the fact that Nokia would get orders when it comes to handsets....the questions is infrastructure. Did Nokia get an infrastructure order from NTT? I am glad to see a breakthrough into the Japanese market....however I am worried when Ericsson manages to win Finnish contracts. TDMA operators seem to be gravitating into that direction; this is why Ameritech switched into TDMA. Not because of the lousy second generation TDMA technology, but because it's already looking towards EDGE. Do you actually believe this? Ameritech had 3.7m customers prior to the merger with SBC. They sold off 1.7m of these to GTE (located in the two largest cities that Ameritech covers, Chicago and St. Louis). They had 2m customers left...who were spread all over the midwest. At most, 500,000 of these were likely CDMA..... So why did they switch? The customers and the equipment werent all that valuable....but the spectrum was. The switch to TDMA allows SBC to offer a larger regional foot-print.....and if the JV with Bell South goes through they will have a nation-wide footprint. It had nothing to do with EDGE..... And we know that Nokia can sell GPRS phones at below 600 dollars, at below 100 grams and still turn a handsome profit. The dirty little secret of HDR is that the phones will be bulky and heavy - the dirty little secret of 3G models is that they will cost an arm and a leg. I am going to love to see the effect of GPRS on Nokia's ASP's....have they shown any of the models yet? As to HDR....at least to me, the promise of HDR isnt in phones but rather in laptops and desktop modems. Slacker

To: tero kuittinen who wrote (3759)	3/11/2000 6:35:00 PM
From: Karl Brandt	Respond to of 34857

Thanks Tero, But what about next year? That is the real question. Is handset growth staged to accelerate due to WAP or will growth decelerate since the DCT installed base is so large? KB

To: tero kuittinen who wrote (3759)	3/11/2000 7:17:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Tero: My reaction to your posts on the G&K was wrong. I have engaged in a long dialog here, and this is not the place to discuss CDMA, really, since Nokia has such a small interest and participation in that small, somewhat obscure technology - that of such limited potential. Enjoy Nokia's concentration on where the future is (as you so eloquently explain) - GSM and TDMA. Have to laugh at the old slogan when I was trying to point out that Nokia and the Q were natural allies. Cheers. Chaz