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

To: slacker711 who wrote (18817)	3/12/2002 2:35:20 PM
From: carranza2	Read Replies (1) \| Respond to of 34857

It jives with the fact that there is not one single EDGE contract in Europe, at least none that I know about.

To: slacker711 who wrote (18817)	3/12/2002 3:17:19 PM
From: S100	Respond to of 34857

You should listen since it is hard to understand some of the wording. Guess this means that that there is no 1x for vz in April like was stated lately. Our boy Ed Snyder on cnnfn, Nokia may break out in the long run. likes MOT.

To: slacker711 who wrote (18817)	3/12/2002 4:20:29 PM
From: Eric L	Read Replies (3) \| Respond to of 34857

Slacker, re: Nokia on EDGE << I'm not sure if the guy on the call just misspoke (it wasnt Jorma) or if he really wanted to signal the fact that EDGE wasnt likely to be seen in Europe. >> The speaker was Olli-Pekka Kallasvuo (CFO), and he did not misspeak, nor did he intend, IMO, to signal the fact that EDGE wasn't likely to be seen in Europe. What he said in understated terms was entirely consistent with what Nokia has stated right along. In the US EDGE precedes WCDMA. In Europe WCDMA precedes EDGE which will complement WCDMA and evolve GPRS. That's essentially why I did not take particularly take note of Olli-Pekka's brief comment's on the subject this morning: "Well, the European markets and the North American markets are following a little bit different pattern from here for many reasons ... partly historical reasons, partly spectrum reasons, the availability of spectrum reasons. ... Do you expect that Europe next] ... I would not like too much to discuss to what extent that EDGE is relevant in Europe. That is possible but the European market has really gone a different route. IE, has taken up and will deploy UMTS, IE Wide band CDMA." Obviously the wireless market place is at a strategic inflection point, and in terms of Nokia priorities, putting undue emphasis on EDGE in Europe at this juncture, would not be tactically sound, and if they did they could run the risk of delaying WCDMA rollouts, and potentially even delay some rollout decisions on 2G gear. In terms of priorities their number one priority has to be assisting carriers put in place the next generation services that will enable the transition to data (GPRS/EDGE/WCDMA, but starting with GPRS) - MMS, Java, Club Nokia content, and in addition making sure that carriers stabilizing their GPRS networks have adequate capacity (and of course EDGE potentially plays in this). Their number two priority has to be to get 3G gear rolled out and start debugging and begin stabilization, so that they can take revenue on gear that is shipping starting Q3 and by all means Q4 "pass the technology maturity test under our accounting rules ... starting mid year". We'll no doubt hear more about EDGE tomorrow when CeBIT begins and when Jaakko Myllymaki from Nokia networks presents at 7:30 AM but I suspect the emphasis is going to be on services. CTIA next week is a different matter. We'll see a different emphas is there, whether or not an EDGE handset is released. After all, in the US EDGE is 3G just like 1xRTT is 3G, and Nokia has a lot of fun with that one while walking a fine tactical line depending on their venue. In the interim and behind the scenes, Nokia is supposedly in trials with 13 operators in 10 countries (according to EMC) and they are about to start shipping EDGE ready GPRS transceivers in Europe - next month I believe. - Eric -

To: slacker711 who wrote (18817)	3/12/2002 7:26:18 PM
From: S100	Read Replies (1) \| Respond to of 34857

Did you verify the Nok CC? I found another source with much better audio. Always interesting to hear the vocal track control system become unstable when explaining CDMA status. Nothing very important showing up in the new audio but seems to be some extra audio before the CC ;-) Hard to tell what they were worrying about , well, I will let someone else check. Not worth the trouble of transcribing ESL stuff. Nor sure I would bother again. Something about WAP WALLET on a quad something? not clear but could be --- credit card information and other personal data in a wallet card, and then fetch this information with your WAP browser for online purchases. Dual band, quadri mode cellular telephone ?