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

To: The Verve who wrote (4056)	4/7/2000 2:36:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Verve - we have had the first concrete IS-95 operator commitment to 3G in Asia. And DDI chose W-CDMA. We have also had two PDC operators pick their 3G solution. They both chose W-CDMA. Ditto for the first GSM operators to make their decision. And then there are all these test networks in China, Hong Kong and Europe. If these facts don't indicate to you that Nokia's plan is working, I really can't help you. As far as Ericsson's commitment to IS-95 upgrades is concerned - is this a huge issue? Can you tell me exactly how many IS-95 network orders Ericsson has? How about zero? What the US CDMA operators do with their data upgrades is a microscopic issue. If Nokia can sell W-CDMA to DDI and Korean CDMA operators, that's a huge win. Ericsson splitting the Japan Telecom deal with Nokia was a loss for Ericsson. Ericsson losing the Voicestream deal to Nokia was a loss to Ericsson. These are markets where Ericsson's lead over Nokia was enormous - and it has been eroding nearly every week recently. You have to remember here that IS-95 makes up less than 15% of the world's mobile networks. And the IS-95 network sales growth is trailing behind both GSM and TDMA network sales growth right now. Order the Merrill Lynch report on this topic if you want to see the numbers. Tero

To: The Verve who wrote (4056)	4/7/2000 3:23:00 PM
From: Gus	Read Replies (1) \| Respond to of 34857

While offering an 'everything under the sun' solution may appear to be a compelling selling proposition, ERICY has the ability to do the same, probably better (but perhaps not). Let me make it simple for you. Follow the financing, infrastructure, original handset sale, and handset upgrade sale. As a highly efficient handset manufacturer and world-class marketeer, Nokia's ecosystem allows distributors and carriers to make money off the original handset sale and the upgrade sale. Carriers want to work with Nokia because they make money so Nokia, which is spending billions in R&D, is starting to gain share in infrastructure. Ericsson is still the leading infrastructure vendor but it is looking at more vigorous competition from Lucent and Nortel while still unable to emulate the Nokia ecosystem even though it closely shadows Nokia in a lot of initiatives. With that said, what does the following announcement say about the Nordic vote on CDMA 2000 and HDR? A lot of companies are and have rallied around this solution, while it appears NOK sorta seems like a lone wolf peddling WCDMA black magic and puffery Is this the very same Ericsson that bought QCOM's infrastructure business last year for a song? The very same Ericsson that just won a $630 million GSM contract in China? The very same China that was supposedly going to go QCOM CDMAOne all the way this year? LOL. You have to hand it to the Swedes. You can never catch them being too sincere about QCOM and CDMAOne/CDMA2000.<g> What will it take for you guys to figure out that ever since the Clinton Administration became inextricably linked to QCOM's fortunes, everybody (US, European, and Asian companies) has learned how to use vigorous lip action to keep the political pressures from rising -- and exarcebating complex and tense trade relations -- and stealth technology programs to maximize the natural business element of surprise. The official ITU site has 8 official WCDMA trials around the world. Unofficial numbers including GPRS/EDGE/WCDMA are much higher. That's what you're missing.