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

To: Eric L who wrote (139)	12/4/2000 1:19:12 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 9255

I'm not sure about Nokia being "overcommitted to pending availability of WAP handsets a year ago". Sagem just announced ugly numbers a while ago and blamed early dependence on WAP and GPRS models. That's overcommitment; relying on WAP phones as a core part of sales during the second half of 2000. WAP demand isn't driving phone sales at this moment, of course. Nokia didn't build this winter's sales strategy on WAP or GPRS demand. They did hype 7110 relentlessly long before it became available - but that was intended to galvanize operators into committing to WAP and GPRS. Nokia itself didn't commit to early, high-volume WAP or GPRS shipments. It didn't anticipate high 7110 volumes. It hasn't built the volume strategy on WAP models; it's depending on new, decidedly non-WAP 8000- and 3000-series. Now - a lot of people bought into the early WAP hype and assumed that WAP would drive volume sales this winter. That's their miscalculation. 7110 was a window-display model that was meant to drive content-creators and operators towards WAP, and that strategy worked. Maybe that shows a certain amount of cynicism from Nokia's part; but it certainly isn't overcommitment. It was a tactical maneuvre. There would be an inventory problem with 7110 if Nokia had been serious about its volume ramp-up - and there isn't. Tero

To: Eric L who wrote (139)	12/4/2000 5:39:58 PM
From: Puck	Read Replies (2) \| Respond to of 9255

From an article at TheStreet.com regarding the commercialization of GPRS: thestreet.com Sonera (SNRA:Nasdaq ADR - news - boards), the Finnish wireless-service company, confirmed last week that, right on schedule, its GPRS service goes on sale on Dec. 11. Initially, the service will be limited to the greater Helsinki area, Sonera says, but will be truly national within three months. The service uses Motorola (MOT:NYSE - news - boards) GPRS-ready handsets. (Motorola is emerging as the early leader in general packet radio services handsets.)