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

To: slacker711 who wrote (9227)	2/15/2001 12:00:49 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

I gotta admit something - I don't understand what the 4Q expectations were. I thought that Nokia's 58% phone sales growth was exactly as expected. I didn't see any 8200 or 3300 upgrade slow-down during the Xmas quarter. Was the consensus expectation really 70%? If so, how come nobody told me? I understand that the 1Q 2001 slackness is an issue, but I don't get the "4Q slowdown" angle. Tero

To: slacker711 who wrote (9227)	2/15/2001 2:00:40 PM
From: 49thMIMOMander	Respond to of 34857

GSM/TDMA/AMPS handsets is, IMO, mainly a function of the RF-analog front. Earlier double,triple mixers, filters, oscillators,AGCs, compensations, etc,etc. Now, not that much "extra" with broad band AD-DA converters, DSPs (GPRS-generation) with 3-4 times more horsepower than GSM-minimum, without extra expense nor power consumption. (as well as unloading control functions, user features to ARMs, slower,smaller RAM,etc) However, lots of more RAM-ROM, but last year flash was still something difficult, now those fabs have ramped up. One thing to remember is also Nokia's lucky strategy of using the same building blocks, components in all products, to keep allocations,logistics,costs, versions, code rewrites, testing, verification, etc,etc fairly streamlined and cost efficient. ("down" to testing,servicing handsets in stores,service centers) But also regular stalling politics, creative protectionism, probably some patents, etc.. as well as timing the actual market and playing some chess, avoiding unnecessary trade wars. Ilmarinen.