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

To: tero kuittinen who wrote (4116)	4/11/2000 11:27:00 AM
From: sisuman	Respond to of 34857

Hi Tero - I spent about ten years in Corporate Strategic planning and MOT's handset strategy would make an interesting Harvard Business School case study. Where do they go from here? 1A - Go for market share (but its not working)- Stay in the #2 position, get higher volumes and squeeze out every bit of efficiency. How long will corporate mgmt. tolerate growth toward 50% of sales with only 2% op. margins. 1B - Copy Nokia (corollary to 1A) - Bring out V series GSM phones with colored covers. Really daring! 2 - Pull in your horns - Realize that they aren't going to be competitive in Europe; focus on CDMA in USA and China (if it ever happens). But are they doing any better in CDMA? 3 - Mergers, buyouts or alliances - Some kind of tie to Siemens or Alcatel to gain European strength. 4 - Focus on WAP/GPRS technology - With a "sea change" coming in handsets, get higher profit margins from these new kinds of phones. (Already one analyst is saying that MOT is positioned to fare better with 3G accelerating). But don't you first need a solid base in the GSM marketplace? Companies don't like option # 2, so MOT is apt to try all the others - to the limits of what spending corporate will tolerate. Of course there's always the option of replace the current handset mgmt.

To: tero kuittinen who wrote (4116)	4/11/2000 11:56:00 AM
From: slacker711	Respond to of 34857

I'm curious what Nokia's other competitors in the high-end area are....Is Ericsson doing any better in Europe than they are in the US? Slacker