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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?


To: Ramsey Su who wrote (2222)6/16/2002 9:40:37 PM
From: Jon Koplik  Respond to of 2737
 
Maybe someone at Nokia bet one ounce of gold that Nokia could actually sell their lame 1X handsets to someone.

Jon.



To: Ramsey Su who wrote (2222)6/17/2002 12:51:11 PM
From: pcstel  Read Replies (1) | Respond to of 2737
 
Ramsey: I recently read a report on Nokia (sorry, no link) that talked about how Nokia financed handsets in the past, stopped that practice during the super growth years and financin again now to help boost sales.

I have seen no indication of such activity on a Long Term Financing basis. I think they buy them because they are cheap! As Slacker pointed out the other day. The 6370 is really a phone with a very defined market.

It's single band topology make it a target for low cost PCS 1x carriers like LWIN, Metro, et al. It's lack of handset based E911 capability will leave it without a large North American market (PCS), unless carriers like LWIN get additional FCC waivers granted (Which they have applied for) in E911 compatibility roll out.

Cheap entry level 1X handsets are good! Since LWIN has only launched 1X in 2 or their markets. (Phoenix/Denver). Hopefully, cheap 1X handsets will only put additional pricing pressures on non-1X phones. In many of their smaller markets which are non capacity constrained. They should be able to sell cheaper non-1x phones for the foreseeable future.

It appears that LWIN has used a balanced approach to phone providers usually opting for using phones supplied by 3 of the major 95B ASIC providers. NOK/MOT/Audiovoxx with Q Chips. And appear to continue this concept in the 1X market.

I would rather see them dealy further 1X market upgrades until they can go direct to EV-DO!

PCSTEL