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

To: 49thMIMOMander who wrote (8663)	1/5/2001 9:01:46 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

Ilmarinen, << EU will have at least 8 large operators, a minimum of 4-5 competing locally in all markets to ensure a constructive competition. This also makes it possible for smaller operators if they can cooperate. (additionally competition wire-wireless and the present 2G-3G widereaching system and more local ones like WLAN as well as broadcasting variants) >> That will in fact happen, IMO. Same has been really been happening in the states. Just 3 years ago we had over 300 "cellular" carriers and by the end of this year 155. Worse thing here is we chop up the geography into little chunks, and do the same with spectrum. This of course complicates having 3 digital technologies (4 if you count ESMR) on top of the huge AMPS base. Add to that no roaming, technology to technology, and relatively little network to network roaming (except for GSM). This changing too as iDEN now can roam with GSM and IS-136 TDMA will shortly. The real impact here now that M&A has finally forged several carriers that have a national footprint is on SMS and WIM. - Eric -

To: 49thMIMOMander who wrote (8663)	1/5/2001 2:16:04 PM
From: Puck	Read Replies (2) \| Respond to of 34857

- Nokia used the word "apparel" for phones already back in 93-4, which now is proven correct through the consumer response on the Nokia models. This to me is a key point in understanding what makes Nokia unique. Back in the mid-90's I read an interview with Jorma O'llila in which he said that Motorola and Ericsson were the technology leaders/innovators in the wireless industry. Nokia, he said, was the best, however, at taking the available technology of the day and providing to consumers in the form they want. His assertion is even more relevant today. I'm not surprised at Motorola's decline in the mobile phone market, but I am a little surprised at Ericsson's. As recently as 1997, Ericsson had more than 70% market share in digital handsets. The Swedes have a great cultural design tradition, like the Finns, and I'm surprised that the Swedish design aesthetic hasn't shown itself in phone design. When I was growing up, many of my friends loved the design of Swedish stereo equipment, like Bang & Olufsson, and their families had furniture of designed by Swedish craftsmen, etc. The Finns have the Swedes beaten in architecture, though.