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

To: Eric L who wrote (9119)	2/6/2001 12:09:52 PM
From: LarsA	Read Replies (1) \| Respond to of 34857

Thanks Eric, facts are refreshing. I also own NOK and QCOM and I can't understand why some Qualcommers here have to trash their potentially most important customer all day. NOK's management is the best and if some "analysts" just listened to them instead of guessing on their own, their forecasts would have been better.

To: Eric L who wrote (9119)	2/6/2001 4:18:53 PM
From: JohnG	Read Replies (2) \| Respond to of 34857

Eric. Perhaps I should say "foot dragging on 3G" rather than "bumbling" JohnG

To: Eric L who wrote (9119)	2/8/2001 6:44:20 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Actually EricL, CDMA subscribers were expected to be 70 million for 2000, not 100 million [projections given at the beginning of the year according to Irwin Jacobs and CDG - I had the idea that they'd get 100m but I didn't see anyone else thinking that]. Also, thanks for pointing out that CDMA infrastructure sales exceeded the GSM world's. That's quite a watershed! Mq <============================================================ To:cfoe who wrote (7118) From: Eric L. Thursday, Feb 8, 2001 1:47 PM Respond to of 7126 cfoe, << Does anyone know of a source for total CDMA infrastructure $ spent by year >> I'd like to find that myself. Right now I'm digging into infra orders and revenue market share by vendor - all technologies - for CY2000. I do have some data for the last 6 months book (not bill) for 1x, GPRS, EDGE, UMTS. Not totally verified but I think reasonably accurate. * Worldwide orders for 2.5G and 3G infrastructure placed in the six months ended December 31, 2000 totalled $17.35 billion USD. Ericsson.the big winner (43% of the UMTS/WCDMA market for that period). * GSM based equipment (GPRS/EDGE/UMTS) accounted for more than $16.6 billion. $740 million was contributed by five contracts for 1xRTT infrastructure ($565 million to Motorola and $175 million to Nortel).>