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

To: Eric L who wrote (13479)	7/9/2001 7:35:35 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 34857

Some look at the order book. And some wonder when the orders will actually get shipped. Some say "show me the money." Kinda makes me wonder about how "firm" some of these orders are when we get the Nokians, on the subject of 3G vendor financing, saying, in effect, "hey, these are just commitments, but there's lots of contingencies and waffle room here and there." I contracted to sell some land last year to an office condo developer, who promptly went out, launched a marketing campaign and signed contracts with 17 or so office condo end-users. Impressive order book, 50% of his project pre-sold. Unfortunately, he was quite a bit away from closing on the land and breaking ground. Much longer than he thought. Here tell now that about 75% of that order book has fallen by the wayside. One thing I've learned the hard way is how vulnerable this industry's revenues are to product transition gaps. Nokia, with all its strategic brilliance (I mean that sincerely, not sarcastically) is in a bit of an air pocket now. QCOM arguably hit it earlier, and whether 1XRTT take-up or China IS-95 materially fills their gap this year remains to be seen. Nokia's year hinges on GPRS handset shipments in the 4th quarter. But 2-3 million handsets are a drop in the bucket to NOK's top line. What vendor will be the first to show meaningful top line growth coming out of this slump? When? Why? Hard investing questions, I'm trying to answer now. I think QCOM, but as Eric has pointed out, there's a possible air pocket after 1XRTT. OTOH, if WAP 2.0 is as robust as hoped, and NOK gets the GPRS product out the door, we could see a sales boom along the same lines of i-mode, which was no great technological feat, but a triumph of money-making. Who will show us the money first? And when will they show it?

To: Eric L who wrote (13479)	7/9/2001 8:01:49 PM
From: mightylakers	Read Replies (2) \| Respond to of 34857

Yo, Eric, stop calling me Lazy when you failed to search the following. hankooki.com. Where SK and Q signed the agreement to cooperate in bringing HDR into world cup by next year. Is there any under the table thing? Duno. But I'm very curious why Q is not saying anything, just another mystery. Then we see SKT saying HDR and WCDMA before world cup. ragingbull.lycos.com (the original link is not working anymore) Then we have SKT pushed WCDMA aside. OK I'm getting lazy again, I think you know the news anyway. So the question is Do you give a lot of credits to these signs? I know I do. Do I give a lot of credits to the hop hop contracts out there? Some of yes, such as the 1x deals<ggg> Do you really believe that SKT, KDDI, VZ, Sprint, are not going to do HDR just because you are seeing no contracts there? Is it possible that the CDMA camps are not like those who sign the deal first then wait for 3 years to get it started? For your example, the SKT signed the deal in June 2000, are you trying to tell me they can only start the whole thing after the contract was signed? And for only 4 months they have things in the place, up and running is nothing short of miracle. So you see the contrast here, you see the pattern here? On one side, guys signed and waited. On the other side, guys executed and then signed. That's why I started to question how legitimate are those contracts. Even include this one. siliconinvestor.com So don't say I'm biased<ggg>