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

To: Mika Kukkanen who wrote (8717)	1/9/2001 6:17:14 AM
From: LABMAN	Read Replies (1) \| Respond to of 34857

nokia gets nuked in europe trading down 10%

To: Mika Kukkanen who wrote (8717)	1/9/2001 9:12:44 AM
From: Eric L	Respond to of 34857

Mika, << I already said why, its is a few lines above. >> Concisely state and worth repeating. "Certain people at the CDG alienated the industry (as did Q)." << The CDG still do not embrace UMTS, even though they tout the "cdma" part. >> Embracing UMTS is essentially at the root of the issue of whether or not CDG's application to join 3GPP as a Marketing Representation Partner (MRP) will be accepted. The application was submitted in December 1999. - Eric -

To: Mika Kukkanen who wrote (8717)	1/9/2001 9:55:17 AM
From: elmatador	Read Replies (1) \| Respond to of 34857

Nokia and Siemens have firm grip on global handsets By Reuters Special to CNET News.com January 5, 2001, 6:55 a.m. PT HELSINKI, Finland--Finnish mobile phone maker Nokia tightened its grip on the global handset market in the third quarter of 2000, data showed Friday, with Siemens also gaining at the expense of Motorola and Ericsson. Figures from research group Gartner Dataquest showed Nokia with a market share of 30.6 percent, up over three percentage points from the second quarter and more than double that of Motorola which had a 13.3 percent share. Quote Snapshot NOK 37.50 -5.63 MOT 20.94 -0.81 ALA 58.50 -1.13 ERICY 10.50 -0.88 · Real-Time Quotes Enter symbol: · Symbol Lookup Quotes delayed 20+ minutes Motorola's third-quarter share represented a fall of 2.3 percentage points from the second quarter. Ericsson also stumbled, shedding 0.6 percentage points to 9.7 percent. In addition to Nokia, Siemens also made big strides after its third-quarter market share surged 3.1 percentage points to 8.6 percent, overtaking Alcatel and Panasonic. The market share of Alcatel and Panasonic stayed roughly steady. The data supports comments by Nokia chief executive Jorma Ollila after third-quarter results in October when he said the company had won a few percentage points of market share in the quarter. Ollila told an annual analysts' meeting in London in December that Nokia aimed to grow faster than the mobile handset market over the next three years and take further market share from its competitors. He said the company aimed to be a market leader in all mobile phone product categories. Shares in all companies were largely unmoved by the figures. Motorola ended off almost six percent overnight in New York. Analysts say figures in line, wait for Q4 Analysts said the new figures reinforced trends seen earlier in the mobile market, with Nokia and an aggressive Siemens taking market share while Motorola and Ericsson--both with troubled mobile units--faltered. "The second-quarter numbers from Dataquest for Nokia were a bit at odds with what the industry thought, so these data seem to fit better with what we know about the companies," said Susan Anthony, analyst at Credit Lyonnais in London. "But they are also history, so we'll be looking to the fourth quarter to see how it developed given the statements we had from companies like Motorola and Ericsson," she said. Ericsson has said it expected fourth-quarter group operating profit to be around one percent of sales due to hefty losses at its mobile phone unit, with sales growing around 10 percent. The company reports fourth- quarter and 2000 results on Feb. 26. Motorola in December slashed its fourth-quarter profit estimate by more than 40 percent due to a slowing semiconductor market and delays in cost-cutting in wireless phone production. Motorola reports fourth- quarter and 2000 profits on Jan. 10. Nokia did not comment on its fourth-quarter result at its December London analysts' meeting, but said in October it expected a record-breaking fourth quarter in earnings per share. Nokia is scheduled to report on Jan. 30. Dataquest said European market share figures would be available in the next few weeks.

To: Mika Kukkanen who wrote (8717)	1/10/2001 9:03:05 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Mika, you asked why Nokia should race to the table to help Q! shareholders. Of course they should not. They should race to get CDMA going because the Nokia market share in GSM is over 30%, with high margins. Their market share in CDMA is embarrassing and might not be much better than embarrassing, even if they can get W-CDMA going better than they have done WAP, GPRS and better than EDGE seems to be going to be. They should race to ensure Nokia shareholders have something to replace the GSM revenue when W-CDMA and cdma2000 are ascendant. QUALCOMM can raise their rates at any time for newcomers, provided that all newcomers are treated the same on the normal fair and reasonable basis. Any price rise up to 15% would necessarily be fair and reasonable because that is the price the GSM Guild has set for GSM, an obsolete system which will go into decline as soon as 3G is revved up and running. There is nothing to say Q! has to keep royalties for new licensees the same as for the first licensees. Motorola for example enjoyed very favourable terms a decade ago. Nokia surely did too. But the price rose during the 1990s to around 5%. The price for 3G should now be increased to 10% in my opinion. There is no obligation for QUALCOMM to allow Nokia to use their technology at old prices. If Nokia delays buying a license until too late, they will pay higher prices as will any others who try to climb on the bandwagon late. Of course companies which backed QUALCOMM when CDMA breached the laws of physics got a cheaper license because there was so much more risk. Now there is no risk, so the risk discount has gone. Now it's a sure bet. So licensees pay the 'sure bet' fee, not the 'high risk' fee. Simple really. < 3GSM is a very good way to describe the future for the majority market...a third generation system based on GSM...both correct I may add. Air interface, although essential (naturally) is only a fraction of the overall system.> What fraction? 1/10 or 9/10? Maybe 8/10? It is absurd to call 3G a GSM system. That is playing with words. When people discuss wireless technology, they mean the air interface, not the wiring connection to the PSTN [public switched telephone network]. The weakness of the GSM Guild is shown by the deceptive practise - people in a strong position don't need to try to trick customers. Maybe if you include the total system, other than the radio output to radio receiver, from the handset to the other end of the world where the call might terminate, the CDMA radio component would be a tiny fraction of the overall system's value - maybe 1/50? But that's silly. 3GSM is CDMA and it's QUALCOMM's technology. No ifs, buts or maybes. <It seems some people are getting impatient for the market to take off> There are a lot of people impatient for 3G to take off, an important group of which would be those who financed the 3G spectrum bids in Europe. They will be wanting a return on their money and soon. A lot of subscribers will be pleased to have 3G available too. So will I be pleased to have 3G booming. <Certain people at the CDG alienated the industry (as did Q).> Mika, do you really go to a Lexus shop and whine about the price of a really nice car then accuse Lexus of alienating you by not giving it to you for no charge? QUALCOMM people are always polite and reasonable. When dealing with whining, spoiled children who stamp their feet and demand they be given something because they want it, it is hard to retain a civilized manner, but usually the children can be persuaded that it's better to stop stamping and whining and start talking and co-operating. QUALCOMM alienated nobody. All that happened was that several companies made a lot of noise about royalties being too high and complained that QUALCOMM was damaging the industry, destroying CDMA, stopping progress and whatever other nonsense they spouted. The fact that somebody whines and complains something is too expensive doesn't mean the seller is wrong to want their price. As you say, the war is over and the GSM Guild lost. They are fighting a rearguard action now, still trying to get a royalty cut. But at least they seem to understand that the valuable technology is QUALCOMM's and to swap a rake receiver, soft handoff and power control for some trivial W-CDMA patent is not a sensible deal for QUALCOMM. Mqurice PS: I can report that Nokia's profits in 2001 will be excellent. A wayward youth in this household has today spent NZ$500 [US$230] on a new Nokia GSM phone. Not only that, they bought a spare plastic faceplate for NZ$20 [the phone comes with a silver one and they get a free coloured one too, but that wasn't enough so it has THREE faceplates]. We wise old sages are amazed but grateful [in that when Nokia has got CDMA roaring too, I will collect a royalty from the wayward youth around the world]. I didn't bother suggesting they wait until May when they could buy an all-singing and dancing CDMA phone with high data rates and Internet access available. I would not have been listened to for 10 seconds. Nokia's strategy of delay just got them another bunch of cash. When CDMA is going, their market share will shrink rapidly.

To: Mika Kukkanen who wrote (8717)	1/11/2001 2:57:00 AM
From: brian h	Respond to of 34857

Mika, Hey. I just read news from Taiwan. The COO of Taiwan Celluar has asked the government to delay the release of 3G licenses citing no good 2.5 G GPRS handsets and networks why pushing for 3G. The carriers may not have enough time to recover their investments on GPRS with 3G coming on line. Some businesses are however pushing to get 3G licenses to compete with Taiwan Celluar. I think the above comments from that COO reflect the market sentiments of all GSM carriers now. There are no ungrade paths from GSM ->GPRS->WCDMA or EDGE. It simply does not work. Dead end!!! GSM groups do need marketing efforts. The problems faced with ERICY and Nokia are their GPRS networks came with all bugs. Their GPRS handsets can not even work with their own GPRS networks. 3G WCDMA/ UMTS has to delay because they do not know how to make them work either except using marketing power to change name form WCDMA to UMTS. May be EDGE can help. ERICY's WCDMA contracts came with time to market clauses. I assume. Poor ERICY caught fires on all sides. Poor marketing people have to make up all the excuses by claiming winning on GSM's market size. I think you are right about GPRS got deployed on a lot of GSM networks and WCDMA or UMTS contracts signed all over the world. The aspects you forgot to mention are GPRS networks are on without available handsets. WAP phones are such disappointments. Carriers can not even get 2.5 G going. No wonder they want to delay 3G by changing name to UMTS. Such a shame. Poor GSM groups. Sigh, Brian H.