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

To: Eric L who wrote (24920)	5/4/2003 10:56:05 PM
From: waitwatchwander	Respond to of 34857

Well Eric as far as I can see it might as well be utms in Nokia's mind because they have yet to deliver, at least publicly, on any form of w-cdma. Have I seen a dual-mode GSM/WCDMA handsets with a Qualcomm chip floating around ... no but I have heard a w-cdma call supposedly made on a phone with msm6xxx zif technology and I have yet to hear a similar call with any form of Nokia equipment. I don't know who is where, when or what ... but I am a tired of reading press releases and posts which come across as if everything has arrived and it's just a matter of folks lining up to buy phones which may yet, not even exists. We both know that w-cdma is in the early stages of incubation and that it is going to take a couple of years of fine tuning to build any amount of momentum. Lots of stuff would help the cause, but I have come to the conclusion that a lack of progress is inevitable until a sucessful umts system becomes commercially deployed. Sincerely, Trevor

To: Eric L who wrote (24920)	5/6/2003 10:27:25 PM
From: elmatador	Read Replies (1) \| Respond to of 34857

Microsoft flirts with Sony Ericsson: Steve Ballmer, CEO at Microsoft, visited Stockholm for a launch of Windows Server 2003. In an interview, he describes the company's strategies for promoting Smartphone, Microsoft's software for mobile phones. According to DI, he sees Sony Ericsson as a potential partner. "We are talking to them and would very much see that they license our software", Ballmer says. He also denies all speculations and rumors that Microsoft is interested in buying Ericsson. "It is a fine company that we want to see as a partner", he says. (Dagens Industri That can spell trouble to NOK. It would be better to buy handset business of ERICY and get out of infrastructure by selling it to ERICY.

To: Eric L who wrote (24920)	5/7/2003 6:33:59 AM
From: elmatador	Respond to of 34857

Continued uncertainty about 3G: Swedish telecom equipment maker LGP Allgon Telecom posted a gloomy first quarter result, commented by most domestic business press looking for signs of improvement in the sector. According to Allgon, the expected seasonal pick up has not shown this year. "The market stands still", comments CEO Bengt Boman. "We don´t see any change either upwards or downwards, although there are some positive signs that have not yet impacted the market, like "3"s recent 3G launches". (DI, SvD) The bottom line: Sony Ericsson fails to live up to hopes: Sony Ericsson has gamely predicted it will still be profitable for 2003, but no one seems to believe it. But the analysts say the depth of the company's struggles remains a surprise. "It doesn't seem to be that the sum of the parts is greater than the individual pieces," said Ben Wood, a wireless analyst at research firm Gartner Inc. in London. For its part, Ericsson said it is sticking with Sony Ericsson. "We see a great strategic value in having an end-to-end solution," Carl-Henric Svanberg, Ericsson's new chief executive, said last week. "Of course, the result is not okay, but the company has very strong plans on how to return to profit within this year and in the second quarter." (WSJ)

To: Eric L who wrote (24920)	5/7/2003 2:34:33 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

Nokia Loan ??? >> Nokia Agrees $2 Bln Syndicated Loan Stockholm Reuters May 7, 2003 Finnish telecoms equipment maker Nokia, the world's leading maker of mobile phones, has agreed on a $2 billion syndicated loan to refinance existing debt, banking sources said on Wednesday. Citigroup, Credit Agricole Indosuez, Deutsche Bank and Nordea were lead managers of the loan, for which one banking source said Nokia had secured favourable terms in the form of a tight margin. No further details were immediately available. << - Eric -