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


To: elmatador who wrote (14830)9/4/2001 12:59:09 PM
From: carranza2  Read Replies (1) | Respond to of 34857
 
In 2002 nothing is going to happen in the wireless market.

Perhaps this is correct as far as Europe is concerned, but I think debatable as respects the rest of the world. Europe will be flat for one obvious reason: The need to digest the enormous debt loads taken on by operators.

Asia is unlikely to be flat. China will certainly not be and India may well be a welcome surprise. The US will see Sprint and Verizon update their CDMA operations. Perhaps Cingular will join them. If ATT Wireless is to be believed, it will be changing over to GSM, though its timetable is a little less certain.

I'm expecting pretty soon Nokia to drop the third shoe

Me too.



To: elmatador who wrote (14830)9/4/2001 1:07:08 PM
From: gdichaz  Read Replies (1) | Respond to of 34857
 
elmatador: Suggest that the sea change will happen in 2002. Europe dead in the water. Asia (and the world where competition lives) will sail forward with CDMA 2000.

Then onward and upward for CDMA 2000 ! (With Nokia riding the wave based on its lab test of its chips - well, better late than never - perhaps <G>)

(But then there is always the fall back of Korean phones ((disassempled going into China - and quiet now, using Q chips)))

All is fun, except for those who think Nokia has a chance at 40% market share. Suggest those who do, beware.

Best.

Chaz