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

To: Eric L who wrote (16672)	11/20/2001 10:02:44 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: Vodafone UK - Best in call success rate November 20, 2001 Press Release Vodafone UK >> Vodafone - The UK's Best Mobile Network Vodafone UK, part of the world's largest mobile community, has come first in the most recent Oftel nationwide drive-around call success rate survey, with a national average of 97.4%. Vodafone topped the charts in six out of nine UK regions, with the biggest leads of nearly 2% being recorded in Scotland and the South East. Earlier this month, Vodafone UK also came top in Oftel's quarterly residential survey, with 98% of Vodafone mobile customers surveyed being satisfied with the overall service provided by the company. The simultaneous first places for Vodafone from both these surveys confirm Vodafone's place as the UK's best mobile network. Gavin Darby, Chief Operating Officer of Vodafone UK commented: ``These results reflect the very high importance Vodafone has attached to call success rates and customer satisfaction. The results are even more impressive when you consider that during the survey period, Vodafone UK's customer base increased by 500,000 new customers in addition to the many overseas visitors to the UK who roam on the Vodafone network during the summer months.'' VODAFONE UK Vodafone UK is part of the world's largest mobile community, Vodafone Group Plc. Vodafone UK has 12.8 million customers and the largest share of the corporate mobile communications market. The Newbury-based company offers mobile voice and data communications including GPRS, which was introduced to the corporate market in April 2001 and consumers in June 2001. The Vodafone UK network covers 99% of the population and transmits approximately 9 million text messages every day. Vodafone UK was the world's first mobile operator to introduce international roaming, and currently offers its customers roaming on 300 networks in 129 countries. << - Eric -

To: Eric L who wrote (16672)	11/20/2001 10:25:39 AM
From: carranza2	Read Replies (4) \| Respond to of 34857

Thanks from a lot of us for your recent posts concerning market share, growth, etc. I know it takes a lot of time to get the information together, format it, and then make some sense out of it. We're all grateful for your time and efforts. I really think that in the long term, Nokia is going to have some serious problems with its Asian competitors, particularly Samsung. I know your style is to dig through facts and figures and then try to make a call for the future based on what this tea-reading process leads you to conclude. My style is a little different. Though I naturally consider the past few quarters' facts and figures to be important, as a LTB&H investor, I also try to seek out trends. In my view, these are equally significant. Historical facts and figures with respect to Samsung are admittedly few. Making an accurate call concerning its future is therefore difficult. However, I see a few trends that should worry Nokia LTB&H investors. 1.- Nokia is wedded to making its own chips. Thus far, its efforts with respect to CDMA are less than stellar. Because 3G is a CDMA game, this doesn't bode well for Nokia should it continue this stance. Samsung, on the other hand, recognizes that Q is the leader in all things CDMA and is not averse to using Q's chips. As a result, Samsung is well on the way to preeminence in the 1x market, a market which is going to grow significantly. Nokia seems to have abandoned it, not a good thing for a company whose goal is to carve out a 40% market share on all handsets. 2.- Nokia is becoming chronically late with implementing technology. Samsung is not. Samsung will doubtlessly use Q's 3G chips. Absent a surprise, the trend will be that Samsung will beat Nokia to market with 3G handsets, while Nokia tries to keep its margins high through development of its own UMTS chips. I have lost confidence in this aspect Nokia's strategy. 3.- I don't think that Nokia's recent small loss of market share is necessarily indicative of a long term problem. However, if its competitors continue to nibble away at it, then perhaps the systemic problems that have been noted by my fellow Qultists may have begun to have an effect on the bottom line. We'll see. Not selling, but keeping a weather eye on Nokia at this time.