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


To: slacker711 who wrote (1201)8/28/2001 9:29:42 AM
From: Eric L  Read Replies (1) | Respond to of 9255
 
Slacker,

<< Currently, four companies have commercial GPRS handsets....Siemens, Ericsson, Motorola and Samsung. >>

Have you actually seen or heard of any carrier selling the Samsung SGH-Q100 which was released last fall and was supposed to be available Q1 01?

John Hoffman of GSMA lists it as "available", but I question that. I am under the impression that T-Mobile was to be their first European user. I can't verify that it is commercially "available" anywhere.

Audiovox GP710, Panasonic GD95, Sagem MW959, are all supposedly "available", but I haven't been able to find any real traces of them either.

Adding to your list I believe that the RIM Blackberry (albeit not a handset) is available in small quantities in Europe (UK & Italy).

No question Motorola and Ericsson have several models out, and from all appearances they are functioning OK.

I rather suspect some 8310 will ship by end of the month of September. I've never anticipated much quantity. Millions of the 8310/6310 had better be in stores by Thanksgiving however, or its going to be an unmerry Christmas for Nokia.

- Eric -



To: slacker711 who wrote (1201)8/28/2001 9:37:40 AM
From: EJhonsa  Read Replies (1) | Respond to of 9255
 
However, they are still going to be facing significant problems. The transition from TDMA to GSM and the disaster in CDMA are problems which wont go away. Also, though the GPRS handsets which they are launching will likely be competetive this Christmas....they are likely to be outdated by next summer. Ericsson's T68 has far more features than anything that Nokia has shown.

I recently came across the following article from June while doing a Google search. It appears to shed some light on what Nokia might have planned for early next year:

infoworld.com

Nokia already plans to ship 50 million Java-enabled handsets by 2002 and then double that number the following year, making the company one of the leading Java promoters and users, Ala-Pietilä said during his keynote speech.

Nokia currently sells a Java-ready cell phone in the United States and will begin selling its 9210 Communicator device in Europe and Asia in about 10 days. This device folds out to give users both phone and typing tools on the same product.

In the first half of 2002, Nokia will bring a similar product -- the 9290 Communicator -- to the United States, Ala-Pietilä announced. Both the 9210 and 9290 run Symbian's EPOC operating system and Personal Java technology.

Nokia will then launch another set of smaller, phone-centric devices in the first quarter of 2002 that use Nokia's own mobile operating system and J2ME (Java 2 Micro Edition). J2ME is a trimmed-down version of Java that can fit into small devices like phones and PDAs.


Considering that Nokia will most likely sell somewhere around 150 million handsets this year, and perhaps 110 million or so GSM handsets, this seems to be fairly important news. My guess is that virtually all of the existing mid-tier and high-end GSM models will be retrofitted with J2ME and WAP 2.0, and perhaps even the low-end models (e.g. 3xx0) by the end of the year. Considering how inexpensively Motorola and the Japanese appear to have installed J2ME virtual machines on their handsets, it shouldn't be a problem. The issue of color screen support, of course, is still up in the air.

Eric