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


To: Ruffian who wrote (9917)3/19/2001 2:32:58 PM
From: 49thMIMOMander  Respond to of 34857
 
"..if you are not Nokia, it's a low margin business"

Additionally one must connect some neurons to figure out
why Nokia described the GPRS market has having stepped into
another phase, the one where delivered hard and software
is tested to see how it really works and can be debugged
and fixed.

If not, it is time to call in the unscrewing screwdriver
crew, maybe the one Motorola sent on vacation.

Ilmarinen.

P.S. And with a design target of 80kbps per GSM cell, who
could but laugh at QCOM??



To: Ruffian who wrote (9917)3/19/2001 2:33:43 PM
From: Eric L  Read Replies (1) | Respond to of 34857
 
re: Subscriber Counts (The Prepaid "dilemma")

Although not unique to GSM, accounting for prepaid is difficult.

In whatever month this occurs, or similar occurs from other large carriers, Caxton should have a good opp to "Toast" GSM. <g>

I really think we got hit negatively with some of this in the US last year on the CDMA side.

>> Vodafone Alters The Way It Counts Its Subscriber Base

Vodafone UK has said that it intends to alter the way it counts its subscriber base. Currently the company does not deduct from its figures, users of PrePay phones that have not used their phones for a long time and are probably not intending to use the phone again. Vodafone says that this will remove an estimated 9% over reporting in its subscriber base.

As the telecoms industry moves to concentrate less on subscriber numbers, and more on the revenue per user (ARPU), by reducing the apparent number of subscribers, without reducing the actual cash generated, this automatically raises their ARPU figures. <<

- Eric -