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

To: Wyätt Gwyön who wrote (5455)	6/12/2000 10:50:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

It looks like something unsettling is happening to Motorola's network sales when integration of new technologies is an issue. BT Cellpoint ordered Motorola GPRS - and then there was the report about Nortel landing the follow-up 3G order. Telsim ordered Motorola GPRS - and three months later Telsim suddenly places a massive order for Nokia's infra equipment. This is profoundly disturbing, because GPRS is supposed to be a key indicator of future expansion and upgrade orders. For some reason Telsim's Nokia order included core network equipment - even though when operators switch vendors, the new orders are often just base stations and peripheral stuff. To put this in context - Motorola has been sidelined from North American and Asian GPRS sales. The only region where Motorola has been on the GPRS map has been Europe/Eastern Europe. Spain's Airtel, Austria's Mobilkom, BT Cellnet and Turkey's Telsim have been the four keystone customers for Motorola in this region; and now two out of these four seem jittery. Switching the main infra vendor in the middle of GPRS implementation is a strange and awe-inspiring spectacle. Tero