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


To: slacker711 who wrote (1403)10/1/2001 12:41:53 AM
From: Puck  Read Replies (1) | Respond to of 9255
 
Lol! Slacker, you once posted that if you'd known last year in July that Nokia's GPRS phones wouldn't be introduced in 1H2001 that you would have sold all your shares right then and there. Perhaps you were exaggerating your feelings for effect, but I believe I had a reasonable case for interpreting your words as having a certain bitterness about them.

On another topic, what would guess will be the ceiling for GPRS phone data transmission rates.



To: slacker711 who wrote (1403)10/1/2001 8:27:37 AM
From: 49thMIMOMander  Respond to of 9255
 
Slacker:

"I am hoping that Nokia can begin pushing the market for handsets rather than having the market push them."

The Customer is the King who pays the bills. Tell me
who has been, and according to all present signs is,
able to predict what all those kings want to pay for??

Did you ever think about what the "RF doctor" at Vodafone
said a year or two ago?? (market driven or technology
driven, not to forget patent driven)

"I think that this has been my fundamental problem with Nokia all along."

It would, obviously, be easier to just force feed the customer and pick their wallets behind their back.
(for example using bundled products, get something free
and pay through your nose in some other way)

"The post by Eric Jhonsa in which Nokia indicates that many
of the handsets next year will be Java enabled is a damn
good sign. I dont particuarly believe that the current crop
of Nokia's GPRS handsets are going to last very long. The
lack of Java and color screens is going to lead these
handsets to obselescense before next summer."

Why is it so difficult to think that thought a little
further, to the segmentation of the market plus both the
upgrade, the new feature markets??

After that one could circle back to the issue of
"commodities", "outsourcing" and selling chipsets
to somebody assumed to be wating for them.

Ilmarinen

Obviously the GPRS code in Nokia phones will last very
long, as the TI DSPs are fairly backward compatible, the
ARM has some even better tricks.

Btw, where did you forget one of the most important
Nokia skills and insights, to have 70% commonality in
large scale logistics??
(because it warps the space of thoughts too much, more
than 2-3 factors to handle??)



To: slacker711 who wrote (1403)10/1/2001 8:41:27 AM
From: 49thMIMOMander  Respond to of 9255
 
Slacker, what is you views on fumbled specifications and
lack of testing and verification sites for interoperability??

As well as this, you seem to believe there will be many new
incremental steps during the coming 1-2-3 years for
GPRS(/EDGE), why would the (volume) Christmas market of this
year be so important?? (2 million phones out of more than
100 million)

Especially in terms of margin and revenue issues??

Ilmarinen



To: slacker711 who wrote (1403)11/16/2001 12:11:23 PM
From: Eric L  Read Replies (1) | Respond to of 9255
 
Keep an eye peeled for ...

Real or Unreal Mystery phones (7210, 8850, 8855)

boards.fool.com

Can't make the 8855 link work.

7650 & 5210 will evidently be made real on Monday in Barcelona ...

Not sure about these other real or imagined jobbies.

BTW: There is a small photo of the 7650 with keyboard lid open in Pekka Vartiainen's June 25 slides if you have them. I've got the slides, but no link still available from the original Veracast.

- Eric -