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

To: mightylakers who wrote (13476)	7/9/2001 5:31:47 PM
From: ronho	Respond to of 34857

From Ben G on Mod thread. NOK seems to need to come face to face with reality. The golden age where they and Ericy dominated wireless appears to be comming to a close. They can stilll be very important-- but only if they deliver value to their customers on a timely basis. They can't controll by owning the standad as a member of a little group that charges newcommers 18% royalties. "...Meanwhile, the folks at Nokia are traveling around the world giving a presentation that uses distorted information to try to prove that GSM (using some new technology) and Wideband CDMA are more spectrally efficient than CDMA2000 1x.... I simply don't understand why a company with Nokia's stature and reputation feels so strongly about its own wireless roadmap that it has to not only over-promise what it can deliver, but denigrate the proven technology capabilities of CDMA2000 1x, which it now has a license to sell..." ---------- Siebold will not be alone in his observations. Seybold allows us share the industry perception. NOK has regressed from cocky confident to desperate. No longer perceived immune. Far from invincible. With blood in the water, its stock records its stumble. Industry audiences will evaluate presentations through this prism.... and savor Goliath's fall. And carriers will ask themselves - and NOK as well - where are the GPRS handsets?... Where are functioning, let alone thriving GPRS networks?... Where are EDGE handsets?... When will EDGE make it out of the lab? Where are wCDMA handsets? When - will - wCDMA function? Why do you confuse us with yet another acronym (EGPRS)? Why do industry insiders consider your presentation distorted? Why is the market losing its confidence in NOK? Why is NOK losing confidence in itself? NOK "denigrate(s) the proven technology capabilities of CDMA2000 1x, which it now has a license to sell" because NOK can't do cdma ----- any flavor. They'll ship UMTS base stations to Europe - to try and establish a beach head - but no one will know if they function because handsets are not on the horizon. NOK must try and stall or stunt any and all forms of cdma until they can play.

To: mightylakers who wrote (13476)	7/9/2001 6:40:02 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

LazyLakers, << the link you gave me, ... , that so called SKT release is not about the contract you are talking about. >> I'm ssssssssssssssssooooooooooooooooooooooooooooo sorry for providing a bum link. << Oh, show me the transcript of SKT signing up with Samsung for their 1x networks would you? >> Is your finger busted? Ya got a search engine? Who was your research analyst last week? Try this one: cdg.org << And there's no one single word mentioning SKT and the money they spent.>> I am assuming you know someone who subscribes GII's "Asia-Pacific Mobile Communications", "Asia-Pacific Mobile Analyst", "3G Mobile", or "Global Mobile". Check issues around last September or October for H1 2000 infra orders out of Asia. They are in a nice neat table. Both the Samsung (SKT) orders and Hyundai KTF orders should be be listed there with dollar value. If not in "3G Mobile", or "Global Mobile". they will be in "Asia-Pacific Mobile Communications". They scour the quarterly reports of the vendors and have a good pipe which is why they get paid the big bucks. Now it is always possible that there are orders on the books that are not public. Do you conjecture that SKT has placed such an animal for 1xEV-DO? KTF? Word is that there are 30 odd of these for WCDMA. Several of those are DoCoMo's, << Huh, so you give a lot of credits to those WCDMA contracts that with no specific date of completion, not even a fuzzy one, yet you have no confidence to SKT saying they want to push forward HDR before world cup. >> Yes, I give LOTS of credit to contracts from carriers. You don't get to contract overnight. Terms sheets, no. LOI's, no. Contracts yes. This is wireless industry isn't it? As an investor in wireless, I look at the order book. I look at contracts. Contracts lead to shipments. That is what Nokia is shipping against in the upcoming quarters. That is what they are providing sevices against. Hopefully you give a lot of credits to the contracts originated by KDDI, Verizon, Sprint PCS, Alltel, Telesp, etc, for 1xRTT. I do. << Some people listen to where they are, some look at where they are, some wish where they are and some just argue where they are. >> Some look at the order book. Where do you think the Q4 "commercial launch" will be? Contracts precede "commercial launch". Always. We gonna put two base stations up in Australia? - Eric@aintdoinglakersresearchanymoreonnokiathread.net -