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

To: Peter J Hudson who wrote (3982)	4/5/2000 12:37:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Sorry - the BellSouth & SBC deal seems to have more potential. That's a handset & WAP & GPRS & EDGE opportunity for Nokia. Of course I hope that Nokia can sell CDMA phones to Verizon - but since their infra deals are out of Nokia's reach, the mobile internet synergy benefits aren't there. Voicestream, BellSouth, AT&T and SBC would give Nokia a pretty good coverage for the US market. As far as I know, Verizon is veri weak on WAP. But Voicestream and AT&T have big WAP plans - those same phones can be sold to BellSouth & SBC. I'm wary of how backward BAM is - the fact that most of their subs are still using AMPS speaks volumes. BAM subscriber growth is pretty nauseating, as well. I just have a very hard time relating to operators with mostly analog base and 30% subscriber addition growth. That's so 1993. This was a cue for Eric to have his "BAM is cool!" session now... I'm not the only robotically predictable guy around here. Tero