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

To: Eric L who wrote (16711)	11/21/2001 8:09:29 AM
From: elmatador	Read Replies (1) \| Respond to of 34857

The proprietary aspect of GPRS: GPRS can de considered a software upgrade of GSM. (3G is forklift upgrade.) As such, the vendor that supplied the GSM infrastructure, is the natural choice for GPRS. But note that the MMSC is an addition to THE 2G infrastructure. The operator has to deploy a brand new one. It can chose form a third partner. NOK, apparently, does not want someone to come after that money. Vendors love proprietary solutions. That points to NOK creating an artificial head start for itself by testing its own GPRS temrinal with Artuse, its MMSC. Compare that with ERICY testing its T68 with other vendors CMG, Logica and Comverse. Here in this case ERICY can steal the thunder by focusing in having its terminals tested with a multivendor MMSC platforms. This can result in NOK being focused in getting that revenue from Artuse and the competitive advantage of having its terminals working flawless with it. (YOU'VE GOT TO KEEP IN MIND HOW A TELECOMS VENDORS FUNCTIONS, INTERNALLY, TO BE ABLE TO EVALUATE THE DANGER IN THIS STRATEGY) As result they may miss the overall market for MMS enabled mobile terminals. ERICY jumps thorugh the window of opportunity and turns the table on NOK. TRhat's natural: Just witness today the product mix of both vendors: NOK terminal centric. ERICY infrastructure-centric. The play is to get into each others revenue stream.