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

To: Raymond who wrote (3847)	3/24/2000 3:23:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

You're right - it is. We just have to see how the Asian GPRS situation develops, Nokia still has an edge there. Europe is going to Ericsson by some margin, we just don't know by how much. I still think that the main issue for Nokia is to maintain at least 30-35% of the global GPRS order book. That's a win by any measure; it would mean that Nokia and Ericsson can split about 70% of the global GPRS market. That's the key to shutting out the competition from EDGE and W-CDMA orders. As long as Nokia won't lose share to Siemens, Alcatel and the North American competition, Ericsson wins are a minor problem. They'll end up splitting the W-CDMA infra sales in any case, operators won't trust any single manufacturer with major build-up situations like 3G. Tero