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

To: Puck who wrote (10)	11/12/2000 6:49:19 PM
From: michael_pdx	Respond to of 9255

Puck, I know nothing about unannounced contracts, but your post did remind me to look at the accelerating growth in Nokia's Networks division. Based on their 99 annual report and their October 19, 2000 press release: Nokia Networks Net Sales: 1998 to 1999 up 29% 1999 to 2000 up 36 % (first 3 quarters only) Nokia Network Operating profits 1998 to 1999 up 13% 1999 to 2000 up 29% (first 3 quarters only) Management's expectations for Nokia Networks in the fourth quarter are optimistic. The following quote is from Nokia's October 19 press release. "We have entered the fourth quarter in a very strong position with a solid order inflow in Nokia Networks as well as the leading product portfolio in phones." press.nokia.com After that press release Nokia Networks division has continued to announce more network orders and installations: 10/19 BT Cellnet, UK --GSM base station equipment/ 300 million British Pounds press.nokia.com 10/24 New World Mobility, Hong Kong -- GSM equipment $18 million. press.nokia.com 10/25 Jinan & Nanjing Telecom, China -- DSL equipment. press.nokia.com 10/27 PTK Centertel, Poland -- GPRS core equipment press.nokia.com 10/27 Orange/France Telecom, gobal --3 G equipment press.nokia.com 11/6 Chaos, Greece -- Tetra mobile radio system press.nokia.com 11/6 Polkomtel, Poland -- GSM network expansion. 260 million Euros. press.nokia.com 11/9 Proximus Belgacom Mobile, Belgium -- GPRS upgrade. press.nokia.com Mike

To: Puck who wrote (10)	11/13/2000 3:54:08 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 9255

There is a general consensus in Finland that Nokia has at least 12 unannounced GPRS contracts. It's also assumed that Ericsson has fewer unannounced deals. Hard to find out the actual numbers - but Nokia's announced deals don't add up anywhere near the "well over 50 GPRS deals" cited in the press releases. "Well over" is largely seen as 54-56 GPRS deals - more than "over 50" but less than "nearly 60". The GPRS market leadership is Volusia County of the telecom market - it has this Southern Gothic complexity. The number one position hinges on deals made with operators that have core GSM networks from one vendor and refuse to publicize information about their lead GPRS vendor being a rival. The most interesting deals are secret. What's confusing here is that some vendors are still claiming GPRS trial deals that have already been awarder commercially to rival manufacturers. Is a GPRS deal that has not lead to a commercial implementation still a GPRS deal - or not? I think the situation warrants a hand count - company tallies can be misleading. It's interesting to follow the debate about 1XRTT as a potential GSM upgrade. But it's also glaringly obvious that nearly a year has passed now since the 1XRTT-GSM speculation started. And no major or minor GSM operator has made any move away from GPRS. Time is starting to run out - from a purely commercial point of view. No new mobile data standard is viable without good roaming and volume sale prospects. At the same time, GPRS without EDGE as a TDMA upgrade is now a serious proposition, which it wasn't last January. Tero