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

To: Eric L who wrote (7856)	10/22/2000 1:52:32 PM
From: Puck	Respond to of 34857

It's an excellent tally of GPRS wins. It looks to me like has 5-2 edge over Ericsson in winning contracts where both companies were part of a consortium supplying 2G infrastructure to the vendor. I don't see any wins for Nokia in a situation where Ericsson was the sole 2G vendor but Ericsson has two wins over Nokia where Nokia was the sole 2G vendor: Orange and Sonera (ironically--how could this happen?). In cases where each was the sole 2G vendor, mostly they became the GPRS vendor. As part of a 2G suppliers consortium, most of the time a member of the consortium won the sole award for GPRS (the appear to be no GPRS suppliers consortia interestingly) but occasionally someone from outside took the award instead. Consistency between who was the 2G supplier and who has become the GPRS supplier seems to be more of what is occuring here than not. It looks to me like on a worldwide net basis, Nokia has made hardly any progress gaining market share from Ericsson. As I said before, Nokia has a 5-2 lead over Ericsson in winning GPRS bid where both were 2G equipment suppliers to the vendor, but then if I subtract Ericsson's two wins as sole GPRS supplier (where Nokia was sole 2G supplier), I come out with net win for Nokia of one contract out of a total outstanding of about 83 contracts between the two. It seems to me that customers aren't churning vendors much and that Nokia's vaunted market share gains over Ericsson are more illusory than real. Look to me like market share (as judged purely by the number of contracts awarded and not by their monetary worth) is static. Any thoughts?