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

To: slacker711 who wrote (24940)	5/8/2003 9:53:52 PM
From: Eric L	Respond to of 34857

Anssi Vanjoki at JP Morgan I missed Anssi's presentation this morning. It is now archived on the Nokia site and I just did a listen. It is a good presentation, but there was nothing particularly new or particularly revealing in it, and I did not really expect there to be. Rolling thunder for N-Gage should start at the Electronic Entertainment Expo May 13-15 in Los Angeles and Tim Luke noted yesterday that Nokia's General Manager for the new Nokia Entertainment Unit, Nada Usina, will be speaking at the Lehman Brothers wireless conference on May 19th and 20th. I of course was interested in todays CDMA segment which begins at about 11:00. It was brief. Anssi again referred to CDMA as their Achilles Heel (past tense). One intriguing bullet in his CDMA slide [15] stated: * Provide alternative in [CDMA] chipsets He did not elaborate on that point. Rumors were floating last summer and again last fall that they might announce as a CDMA chipset OEM. Nothing has (yet) come of it. Obviously they would need a manufacturing license. With several of their competitors (Motorola, Ericsson) in the reference platform business I wouldn't rule out the possibility. Based on his comments, today, it sounds like the Nokia 3300 (music machine) will start delivering in June, and N-gage by Christmas. He made interesting comments on "Imaging." As I say, nothing earth shattering, and nothing said about either EDGE or WCDMA, but it was still a good presentation. Best, - Eric -

To: slacker711 who wrote (24940)	5/14/2003 5:52:25 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

900,000 T-Mobile USA Net Adds * T-Mobile USA had 9.916 million subscribers at the end of 2002 * The new customers are mainly high-value, contract customers * T-Mobile USA has raised its market share by 1.3 percentage points to 6.6 percent over the last year. * Its rivals have so far reported customer growth of between 199,000 and 833,000 subscribers for the first quarter. Q1 Subscriber Net Adds 1. T-Mobile USA 900,000 (unconfirmed) 2. Verizon Wireless 833,000 3. Nextel 480,000 4. AT&T Wireless 283,000 5. Sprint PCS 199,000 6. Cingular 189,000 7. ALLTEL 159,000 (111,000 by acquisition) 8. US Cellular 137,000 >> T-Mobile USA wins 900,000 new clients in Q1 Frankfurt Reuters May 14, 2003 German telecoms giant Deutsche Telekom's DTEGn.DE U.S. mobile operator T-Mobile USA [TMOG.UL] won over 900,000 net new subscribers in the first quarter, industry sources told Reuters on Wednesday. T-Mobile USA, the smallest of six national mobile operators in the USA, had 9.916 million subscribers at the end of 2002 and has consistently won market share over the last year. It is Deutsche Telekom's main driver of core earnings growth. Deutsche Telekom, Europe's largest telecom carrier, bought loss-making T-Mobile USA, formerly known as VoiceStream Wireless, for $40 billion in cash, stock and assumed debt in 2001. The smallest of six national mobile operators in the USA, which some analysts expect to be sold, again posted the highest net customer growth in the quarter as it extended its coverage over the United States and continued a marketing drive. “The new customers are mainly high-value, contract customers,” one source familiar with the numbers said. Deutsche Telekom declined to comment. Europe’s largest telecoms carrier is due to report first-quarter results on Thursday. T-Mobile USA had 9.916 million subscribers at the end of 2002, and has raised its market share by 1.3 percentage points to 6.6 percent over the last year. Its rivals have so far reported customer growth of between 199,000 and 833,000 subscribers for the first quarter. - Eric -