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

To: Eric L who wrote (18477)	2/24/2002 11:22:42 PM
From: slacker711	Read Replies (3) \| Respond to of 34857

Continuing a conversation we started a while back.... LG Telecom and KT Freetel's latest earning releases. lg019.co.kr pcs016.co.kr KT Freetel provided the same type of breakdown as SK Telecom did between 2G, 2.5G b/w, and 2.5G color ARPU's. I think the basic trend of increasing data ARPU due to color 1x handsets is intact. I was hoping for a detailed breakdown from BREW...but they didnt provide much beyond ARPU's and total number of subscribers. One interesting statistic was in the LG presentation. They have spent 100 Billion Won on their 1x upgrade thus far. This translates to about $76 million dollars. The total number of upgraded basestations so far is 2150 basestations ($35,000 a basestation). Slacker

To: Eric L who wrote (18477)	2/25/2002 7:53:55 AM
From: elmatador	Respond to of 34857

If NOKxMSFT wasn't enough: Fears grow among Mobilcom suppliers By Vincent Collen and Jamal Henni in Paris Published: February 24 2002 23:23 \| Last Updated: February 25 2002 00:16 <more delays, Eric?) The conflict between Mobilcom, Germany's third-largest mobile phone operator, and France Telecom, its French investor, is causing mounting concern among Mobilcom's suppliers and bankers, reports Les Echos, a French business paper. Neither equipment makers Nokia and Ericsson, which have provided Mobilcom with credits totalling E1.8bn ($1.58bn), nor the banking consortium that put up a E4.7bn loan, have guarantees from France Telecom, which controls a 28.5 per cent stake through its Orange subsidiary, according to the French operator. With France Telecom refusing to approve the Mobilcom business plan, suspicions of share price manipulation and confusion over the meaning of agreements between the two operators, Mobilcom's future and the pace of its investment in a third generation network are increasingly uncertain. Neither Nokia nor Ericsson would discuss their relationship with Mobilcom. But according to one sector specialist, Nokia agreed last year to provide Mobilcom with a supplier credit of E1.1bn against a telecoms equipment order of E750m. Ericsson is believed to have agreed credit of E750m against orders of E500m. Mobilcom at end-September last year said that it had drawn down E1bn of this, and begun the installation of equipment for its new network. Of this, about E800m is believed to have come from Nokia and the E200m balance from Ericsson. Members of the banking syndicate that provided a E4.7bn loan, which needs to be rescheduled in July, are also watching closely. The loan was arranged by ABN Amro, Deutsche Bank, Merrill Lynch and Societe Gene rale via a consortium also made up of BNP, Chase, Dresdner, ING, Bank of Tokyo-Mitsubishi, WestLB and Sumitomo Mitsui. "We are a little worried," said one syndicate member. "It is true that the loan is not formally guaranteed by France Telecom, although it is indirectly."