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

To: Kent Rattey who wrote (8685)	1/6/2001 1:23:50 AM
From: Puck	Respond to of 34857

According to this Bloomberg report, Walkley has been sloppy in his research. On the one hand, the report claims that Walkley reported that Nokia shipped 2,000,000 5185i phones to Verizon in 4Q: The company said a report by Dain Rauscher Wessels analyst T. Michael Walkley, saying Nokia shipped Verizon Wireless 2,000,000 5185i phones in the fourth quarter and would ship the 6185i in the first quarter, was inaccurate. However, the report goes on to state: "Walkley said his report is based on Nokia statements at a London analyst meeting last month, where executives said a majority of the 2 million 5185 phones went to Verizon Wireless." I wonder if it occured to Walkley that there is a difference of meaning between the words "majority" and "all". He says that Nokia claimed the "majority" of the 2,000,000 5185i phones shipped in 4Q went to Verizon. This could mean that all 2,000,000 phones went to Verizon or as few as 1,000,001 phones. Both numbers would constitute a majority and fulfill the meaning of Nokia's statement. However, without more precise guidance from Nokia and thus without foundation, he has, according to Bloomberg, apparently presumed that all 2,000,000 phones went to Verizon. Naturally Verizon would dispute Walkley's (not Nokia's) claim publicly if it felt it's relationship with Nokia were being mischaracterized publicly; but that does not undercut Nokia's claim that it did in fact ship 2,000,000 5185i phones in 4Q. Nor does Verizon's statement contradict Nokia's assertion that a majority (an amount that could be as little as 1,000,001) of the 5185i phones shipped went to Verizon. If Bloomberg's reporting is correct, then Walkley simply misconstrued what Nokia said. In fact, Verizon thus appears to be correcting Walkley's report and not what Nokia told analysts last month.

To: Kent Rattey who wrote (8685)	1/6/2001 1:58:09 AM
From: Puck	Respond to of 34857

Nokia's Share of Mobile Phone Market Grew in Third Quarter By Keiko Kambara Tokyo, Jan. 6 (Bloomberg) -- Nokia Oyj's share of the worldwide handset market grew in the third quarter of 2000, the only company among the world's top three makers of mobile phones to gain, according to market researcher Dataquest Inc. Finland-based Nokia held on to the No. 1 position with a 30.6 percent share, up from 27.5 percent in the second quarter, the unit of Stamford, Connecticut-based Gartner Group Inc. said. Motorola Inc., the No. 2 maker, saw its share slide to 13.3 percent from 15.6 percent. No. 3 Ericsson AB's share fell to 9.7 percent from 10.3 percent. In addition to Nokia, Motorola and Ericsson are facing competition from a host of rivals, including Germany's Siemens AB, which boosted its share ranking by two notches. Competition also comes from Japan's Matsushita Communication Industrial Co., which aims to increase its share of the global market to 10 percent by 2003 from about 5 percent now. ``The market is getting only one top maker instead of three,'' Dataquest said in a release issued by Gartner Group Japan K.K. Combined, Nokia, Motorola and Ericsson accounted for 53.6 percent of the market, little changed from 53.4 percent in the second quarter, it said. Overall, shipments of mobile phones in the July-September period rose to 105 million units, up from 98 million in the second quarter and 90 million in the first. If handset sales kept the same pace in the fourth quarter, total shipments in 2000 will reach 420 million, Dataquest said. In the third quarter, Siemens increased its share to 8.6 percent from 5.5 percent because ``it succeeded in establishing a brand image by introducing small, high-quality and stylish handsets,'' Dataquest said. Shipments rose to 9 million handsets from 5.4 million in the second quarter, it said. Matsushita Communication, known for its Panasonic brand of mobile phones, saw its ranking fall to sixth from fourth though its shipments rose, the researcher said. Dataquest didn't provide specific figures in the release. France's Alcatel SA held on to the fifth rank with a 5.6 percent share, unchanged from the second quarter, according to the researcher.

To: Kent Rattey who wrote (8685)	1/6/2001 2:02:55 AM
From: Puck	Respond to of 34857

Nokia's 1% market share gains per month in 4Q are awesome. At years end, according to DataQuest the market shares of the top three mobile phone produces stood as follows: 30.6% Nokia 13.3% Motorola 9.7% Ericsson Savor this statement fromt he Bloomberg report: ``The market is getting only one top maker instead of three,'' Dataquest said in a release issued by Gartner Group Japan K.K. Regards-- P.S. Keep an eye on Nokia's 4Q margins. I predict they will be at record levels. P.P.S. Good Luck!

To: Kent Rattey who wrote (8685)	1/6/2001 2:24:29 AM
From: Puck	Read Replies (3) \| Respond to of 34857

Even though Verizon isn't yet satisfied with the 6185i, many other U.S. carriers are. From Nokia's website (http://www.nokiausa.com/phones/1,1586,index,FF.html), the U.S. carriers who carry the 6185i happily: ALLTEL, Qwest, Sprint PCS, US Cellular, 3 Rivers Wireless, Alaska Digitel, Amica Wireless, Blackfoot Communications, CellCom, Cellular 2000 of St. Cloud, Eatel, Horizon, NTELOS, Nebraska Wireless, Poka Lambro, PrimeCo (Illinois & Houston areas), U.S. Unwired, Via Wireless, WirelessNorth. This list is an incontrovertible endorsement of the 6185i from a very broad array of U.S. wireless providers. Now where do you think the problem lies: with Nokia or with Verizon.