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

To: Eric L who wrote (2439)	8/31/2002 10:32:11 PM
From: Eric L	Respond to of 9255

re: Nokia's Modifiable Series 60 Source & Samsung Nokia' s series 60 is a comprehensive software platform for smart phones that Nokia licenses as a source code product to other mobile handset manufacturers. It works on top of the Symbian operating system, which Samsung licensed in March. "The Series 60 licensing model with access to the source-code will give us the opportunity to contribute to and influence the platform development," says Samsung's ByungDuck Cho. Nokia's way to enforce the compatibility issue is to include a sharing clause in the license agreements. The licensees agree to give to Nokia all the code changes that have to with phone compatibility issues. >> Samsung Opens A Third Front Into Handset Games Timo Poropudas Nordic Wireless Watch August 31, 2002 Samsung became the third major cellular phone manufacturer to license Nokia's Series 60 platform for their next generation of smart phones. The agreement comes a week after Samsung's Microsoft-based mobile phone received an approval from the U.S. US Federal Communications Commission. Samsung also makes a phone that uses the Palm operating system. The smart handset software platform war has been reduced to a battle between Microsoft's Smartphone 2002 and Nokia's Series 60. Palm-based phones are not considered a serious entry in this competition. Smartphone 2002 was earlier known as Stinger and it has its supporters, too. With the Samsung agreement Nokia seems to strengthen considerably its position against Microsoft. Siemens and Matsushita have already earlier taken out Series 60 licenses. With Samsung the Series 60 licensees have 60 percent market share of the worldwide mobile handset market. However, it remains to be seen how the market share develops in the smartphones since it is only a small fraction of today's total handset market. Nokia' s series 60 is a comprehensive software platform for smart phones that Nokia licenses as a source code product to other mobile handset manufacturers. It works on top of the Symbian operating system, which Samsung licensed in March. The Microsoft Smartphone 2002 is essentially a Pocket PC operating system with smart phone extension. Series 60 Source Code Is The Key "The Series 60 licensing model with access to the source-code will give us the opportunity to contribute to and influence the platform development," says Samsung's ByungDuck Cho, senior vice president, Mobile Communications R & D team. A license to Smartphone 2002 package does not include the source code and keeps Microsoft firmly in charge of the future development. "Nokia's aim is to increase the compatibility between smart phones," says Pertti Korhonen, executive vice president, Mobile Software, Nokia. Nokia's way to enforce the compatibility issue is to include a sharing clause in the license agreements. The licensees agree to give to Nokia all the code changes that have to with phone compatibility issues. Nokia also is continuing discussions with other handset manufacturers. Nokia and Samsung compete in several telecom fields but they also have an ongoing business relationship. A year ago Samsung began to ship 64-megabit DRAM chips for Nokia mobile phones. Yesterday Bloomberg reported that Nokia has ordered 15 million color screens from Samsung. << Earlier ... >> Samsung Licenses Nokia’s Source-Code For Mobile Devices Ilya Poropudas Nordic Wireless Watch August 30, 2002 Samsung and Nokia announced on Frinday an agreement in which Samsung will license Nokia’s Series 60 platform for their next generation of smart phones. Series 60 is a comprehensive software platform for smart phones that’s licensed as a source code product to mobile handset manufacturers. “Series 60 is an ideal software platform for advanced smart phones. The licensing model with access to the source-code will give us the opportunity to contribute to and influence the platform development,” says ByungDuck Cho, Senior Vice President of Samsung Electronics’s Mobile Communications R & D team. “We welcome Samsung to the community of Series 60 licensees,” said Nokia’s Pertti Korhonen, executive vice president of Mobile Software. “Nokia’s aim is to increase the compatibility between smart phones, since ultimately that will lead to seamless and easy-to-use mobile services,” Korhonen continued. The Series 60 platform supports MMS, Java(TM) and WAP/XHTML. The platform consists of the key telephony and personal information management applications, browser and messaging clients and a modifiable user interface. The licensees can integrate the software platform into their own application-driven phone designs and thus speed up the rollout of new phone models. << - Eric -

To: Eric L who wrote (2439)	9/1/2002 12:27:46 PM
From: Eric L	Read Replies (1) \| Respond to of 9255

re: cdma2000 for 2.1 GHz IMT-2000 Core Spectrum Ericsson Nortel Networks LG Electronics Qualcomm Lucent Technologies Samsung Electronics Motorola ZTE Unquestionably an important development for cdma2000 >> CDMA2000 Vendors Go After 2.1 GHz Market Peggy Albright August 26, 2002 Wireless Week A group of eight CDMA2000 infrastructure and handset vendors are working to make CDMA2000 work in additional spectrum bands. To date, the CDMA2000 equipment developed and deployed runs on either 800 or 1900 MHz frequencies. However, many of the 3G services planned around the world will run on 2.1 GHz spectrum. The CDMA Development Group said last week that the vendors, which include Ericsson, LG Electronics, Lucent Technologies, Motorola, Nortel Networks, Qualcomm, Samsung Electronics and ZTE, will provide CDMA2000 equipment operators can deploy in the 2.1 GHz spectrum band. "This means that carriers who in the past only had one choice, which was to deploy UMTS, now have a second option, which is to look at CDMA2000," says Terry Yen, director of Asia-Pacific projects for the CDMA Development Group. He says the CDMA industry is targeting opportunities to sell 2.1 GHz CDMA2000 equipment in Asian countries where 3G spectrum is not tied to any specific technology. The 2.1 GHz spectrum licensed in European 3G auctions is specified for UMTS and is not considered a target market considering the regulatory constraints. Yen says China offers a potential market for the new equipment, as do Japan and other East Asian countries. KDDI in Japan will use the technology to complement the CDMA2000 service it now has in the 800 MHz band. Yen says some vendors will have equipment ready for trial next month and some will have commercial equipment in February. << - Eric -

To: Eric L who wrote (2439)	9/22/2002 12:54:49 PM
From: Eric L	Read Replies (2) \| Respond to of 9255

Technology Scorecard (August 2002) Subscribers as of August 2002 (EMC for GSMA) Subscribers % of All % of Digital Technology (Millions) Subscribers Subscribers GSM 732.8 69.0% 71.2% CDMA 131.1 12.4% 12.7% TDMA 105.8 10.0% 10.3% PDC 59.2 5.6% 5.8% W-CDMA 0.13 <.1% .1% ------------------------------------------------ Total Digital 1029.1 97.0% 100.0% Total Analogue 32.2 3.0% N/A Total Wireless 1061.3 100.0% N/A Subscribers as of End Q2 2002 (EMC & CDG) Subscribers % of All % of Digital Technology (Millions) Subscribers Subscribers GSM 709.0 68.6% 71.0% CDMA 127.2 12.3% 12.7% TDMA 103.0 10.0% 10.3% PDC 59.0 5.7% 5.9% W-CDMA 0.11 <.1% .1% ------------------------------------------------ Total Digital 998.3 97.0% 100.0% Total Analogue 35.2 3.0% N/A Total Wireless 1033.5 100.0% N/A Subscriber Growth Last 20 Months Dec 00 Jun 01 Dec 01 June 02 Aug 02 GSM 455.1 550.1 646.5 709.0 732.8 CDMA 82.2 96.8 112.2 127.2 131.1 TDMA 65.2 80.9 94.7 103.0 105.8 PDC 50.8 54.2 56.8 59.0 59.2 W-CDMA - - 0.03 0.11 0.13 Total Digital 653.3 781.9 910.2 998.3 1029.1 Total Analogue 68.0 55.3 45.3 35.2 32.2 Total Wireless - 837.2 955.5 1033.5 1061.3 12 Month Subscriber Growth Rates Net YOY Jun 01 Jun 02 Adds Growth Total CDMA Subscribers 96.3 127.2 30.9m 32.1% Total GSM Subscribers 550.1 709.0 158.9m 28.9% Total TDMA Subscribers 80.9 103.0 22.1m 27.3% Key Ratios GSM subs to CDMA subs 5.6:1 GSM subs to CDMA subs 12 Months 5.1:1 cdmaOne v. cdma2000 Subs (June 2002) Subs % CDMA % All (000) Subs Subs cdma2000 Subs 13.37m 10.5% 1.3% cdmaOne Subs 113.83m 89.5% 11.0% All cdma Subs 127.20m 100.0% 12.3% 26 Month Relative Market Share of CDMA & GSM CDMA Market Share GSM Market Share % of all % of digital % of all % of digital 8/31 2002 End 12.4% 12.7% 69.0% 71.2% Q2 2002 End 12.3% 12.7% 68.6% 71.0% Q4 2001 End 11.7% 12.3% 67.0% 71.0% Q2 2001 End 11.5% 12.3% 65.7% 70.6% Q4 2000 End 11.5% 12.7% 64.4% 71.4% Q2 2000 End 11.9% 13.9% 56.6% 66.1% * In 26 months CDMA market share has increased by 4% (½ of a percentage point) while GSM market share has increased by 22% (12.4% percentage points). * In 26 months GSM has increased digital market share by 7.7% (5.1 percentage points) while CDMA has declind 8.6% (-1.2 percentage points). GSMA sub numbers from EMC here: gsmworld.com CDG sub numbers here: cdg.org - Eric -