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

To: Eric L who wrote (25219)	6/13/2003 8:48:10 AM
From: LarsA	Respond to of 34857

Eric, "Nokia Has Started Commercial Deliveries of The World's First Dual-Mode 3GPP Compliant GSM/WCDMA Mobile Phone Capable of Seamless Handovers" From message 25213: "I'd be surprised if we'll see the Nokia 6650 in the shops," said Deutsche Bank analyst Michael Thelander. << - I guess he must be! Unless he meant repair shop. Quick fix! Lars

To: Eric L who wrote (25219)	6/13/2003 10:06:13 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 34857

Eric, is it true that each 6650 comes with a portable fire extinguisher? <ggggggggggg>

To: Eric L who wrote (25219)	6/13/2003 11:08:45 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 34857

Eric, No mention of GPRS in the Nokia GSM/WCDMA 6650. Will it not operate in the GPRS mode? jim

To: Eric L who wrote (25219)	6/17/2003 11:35:32 AM
From: Eric L	Respond to of 34857

Wireless ICs & the Nokia 6650 The Nokia 6650 includes many advanced features that boost the overall silicon content, including a built-in camera, Bluetooth and an applications processor. ... With an estimated price topping $400, this handset is currently nearly three times the $146 average selling price of most handsets. Further, armed with these handsets, wireless subscribers will be poised to consume enhanced services from operators, with a downlink speed of 384 kbps, thereby allowing operators to boost their ARPU. >> Nokia's 6650 Foretells Higher Margins for the Cellular Value Chain Allied Business Intelligence Oyster Bay, NY June 17, 2003 Making waves in the industry, cell phone giant Nokia announced last week that is has started commercial shipments of its dual-mode WCDMA/GSM handset. As 3G networks based upon WCDMA technology continue their slow but inevitable deployment globally, this marks a turning point for suppliers of handset integrated circuits (ICs). Growth in handset ICs is expected to be 5.3% through 2008, approaching $12 billion, according to research firm Allied Business Intelligence (ABI). This market projection includes consideration of the core components in the cellular communications chain, including digital baseband, analog baseband, power management, RF transceiver, and applications processors. ABI's market share estimates put Texas Instruments at 16% of this market, Qualcomm following with 15%, and both Motorola and ST Micorelectronics tie for third in the market, capturing a 13% share each. "Commercial deployments of sophisticated, high-end devices mean higher margins across the entire value chain," explains Tim Shelton, senior analyst at ABI. The Nokia 6650 includes many advanced features that boost the overall silicon content, including a built-in camera, Bluetooth and an applications processor. "These features boost margin and content for IC suppliers, but also allow the handset OEMs to sell the devices at a premium." With an estimated price topping $400, this handset is currently nearly three times the $146 average selling price of most handsets. Further, armed with these handsets, wireless subscribers will be poised to consume enhanced services from operators, with a downlink speed of 384 kbps, thereby allowing operators to boost their ARPU. Of the core IC components, the applications processor represents the biggest growth opportunity for handset IC suppliers, with sales to manufacturers expected to reach over $2 billion in 2008 at a CAAG of 120%. One of the reasons for the explosive growth is the expected transition from 2.5G to 3G networks, coupled with the ever-increasing demands for added functionality in handsets. The total 3G chipset sector itself is expected to grow by triple digit gains. The higher margins can't last forever, though. "As with the rest of the wireless industry, there will be strong pricing pressure on WCDMA chipsets going forward. Another risk lies with the operators. If consumers don't flock to the premium services, initial demand for these devices may be weak," adds Shelton. << - Eric -