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

To: Eric L who wrote (18153)	2/5/2002 1:33:19 PM
From: FactsOnly	Read Replies (1) \| Respond to of 34857

Eric you are right 5100 was delayed. But if I remember correctly it is because service providers needed a cheaper and less featurized chip first. So 5100 was delayed to make room for 5105. If you look from the point of view when market needs 5100, it is now. Do you agree?

To: Eric L who wrote (18153)	2/5/2002 2:45:09 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 34857

Eric- The problem with the cdma market is not q's chip schedule. It is the late launch of 1x in general by pcs and vz, they could have done it the same time as korea. This would have put them in a way stronger position than launching mid 2002. But i guess they wanted to see how it went first. China Unicom also would be doing much better if they had launched cdma a year ago. CDMA would also b doing better if the lying sacks of shit at nokia, seimans, alcatel, ericy, etc. would have told the truth to their customers by telling them that they are far from having their act together with data products including GPRS. All their lies have helped contribute to the proliferation of the best technology providing the best products. Well business is business............. If there is demand for data, the cdma 1x carriers in the U.S. are certainly presented with the opportunity to capitalize on it this year. It appears that GPRS is a giant flop and I am hoping that it is because it is crap, and not because there is no demand. The gsm and tdma carriers are by far and away in the worse shape because their upgrade costs are so much to anything. The cdma carriers upgrade to 1x at 10%-15% of the cost of their network nearly doubling capacity. A good questin is do you short gsm carriers and go long on cdma carriers if there is demand for data? If there is no demand for data, then there is just price wars for voice calls ahead. A price war between carriers may do well to increase penetration which helps anyone making handsets/chips. I think the price of the service is more important to customers thna the price of the phone, or at least it should be. This is sure and ugly month for wireless, to be sure. Caxton