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: Maurice Winn who wrote (4714)	5/11/2000 9:26:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Good of you to bring up the growth rate issue... apparently the IS-95 year-on-year subscriber growth in the 1Q was a smidgen above 100%. And the TDMA growth rate for 4Q 1999 was 90%. These numbers imply that the manufacturers ignoring TDMA made a cardinal mistake. Terrapin - Voicestream is Ericsson turf. Nokia's earlier 500 million dollar deal with them was a thrill, but hardly means that VSTR is going to dump Ericsson. At least the Nokia deal was bigger - I think that the WAP handsets made the difference. For some reason operators seem to be edging away from Ericsson phones, even though the network sales remain robust. The problem for Nokia in America is Ericsson's stranglehold on North American GPRS market. This GPRS deal with Australia's C&W is important. The major Hutchison order for GSM-1800/GPRS equipment is coming up, and Nokia is consolidating its lead in the Australasian GPRS market. Ericsson may be ahead in USA and Western Europe - but Nokia has racked up GPRS deals in Taiwan, Singapore, Philippines (2), Hong Kong (2), China and now Australia. In contrast, Ericsson has fallen back on its most loyal customers in Hong Kong and Taiwan - hardly a regionwide success story. Interestingly, Nortel is hanging in with deals from Hong Kong and Australia - but Motorola seems on the verge of being shut out. Tero