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

To: slacker711 who wrote (19439)	4/9/2002 12:55:51 PM
From: elmatador	Respond to of 34857

Fixed lines loses ground in LATAM According to Pyramid Research, fixed line operators are dropping prices and various packages offering to the region's users. Is becoming clear that mobile is displacing fixed lines. Even the restrict segment of new users are opting for cellular service. In 2001, says the institute, the number of mobile users overtook the number of fixed users. In 2004, the Latin American continent will have 28% of cellular users per 100 inhabitants. The study shows that the number of fixed lines per 100 inhabitants in LATAM will from 16 lines in 2001 to 20 lines in 2004. This fixed line penetration is far below the one registered in developed countries of about 60 lines per 100 inhabitants. The major part of the region will witness a double-digit growth in narrow band subscription. Consequently, operators will invest more in cellular networks in detriment of investments in the fixed network., Operators are more interested in offering broadband services that allow subscribers to access the Internet at faster rates than those of dial up connections. As operators invest in broadband expansion, prices will fall, explains Pyramid Research. Users of broadband will go from 692.000 in 2001, to 5.5 million in 2006 in LATAM adding a compound growth of 51%, with DSL being the more popular technology than cable modem.

To: slacker711 who wrote (19439)	4/9/2002 4:05:28 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

re: Clay Christensen & “The Commoditization of Wireless Handsets” ... OK, Clay, I drew my little diagram with an X,Y axis and plotted pace of innovation v. pace of improvement ... ... and OK, today we are going to talk around the RIM Blackberry as an innovative product with a nice simple app for starters ... ... but I found it odd that Clayton said ... "5 years from now the industry will be dominated by industry standard open architecture" ... and never mentioned Nokia's role in the Open Mobile Architecture Initiative, or how they would best apply there strategy, or appear to intend to apply the strategy. The history of disruption .... the big guys with tremendous resources (like Nokia) have to adjust to transition, and have difficulty doing so ... so Nokia has a more torturous path than RIM. Nokia is best positioned to do it (make the transition) ... but nobodies ever done it. ... and someone asked Clay, "what do you think, Clay, of Nokia Symbian v. Microsoft SmartPhone 2002 over next 3 years" .... Wow ...... Well ..... if you go back to my diagram ............ Microsoft is trying to port Windows OS to the Stinger phone but the the business model may be premature .... by packing Stinger so full of features there is lots of downside ... by contrast the RIM blackberry starts with a nice single simple app. ... and, do you, Clay, think its easier for RIM to add voice to Blackberry. than it would be to add Blackberry functionality to a voice device... WOW .... why do I think that? ..... ... and When asked to comment on GSM GPRS etc. v. CDMA 1xRTT/1xEV-DV, Clayton commented: George Gilder unambiguously states that CDMA will eat GSM's lunch but in reality technology can arrive before users can really use it .... very often a conventional approach proceeds along at its pace and catches up by the time the user has the need ... bandwidth hungry applications are slow to come .... our lives just don't change that fast ... as fast as technology changes ... - Eric -