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

To: Maurice Winn who wrote (723)	7/1/1998 8:55:00 AM
From: DaveMG	Respond to of 34857

Maurice, Also delighted to read LU coments re ERICY. Might be nail in coffin for WCDMA.Decided NOKIA a winner either way, too smart to head off down a dead end, in general low key rhetoric. Why not ride two horses? Dave

To: Maurice Winn who wrote (723)	7/2/1998 6:49:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Maurice, I'll get back to this when I have some time... I can only say I'm deeply chagrined about the brazen lack of ethics displayed by this Lucent character. To openly advance the case of your employer in a supposedly neutral committee you're heading! More later. Besides, I'm sure you would like to discuss the way this new GSM/D-AMPS/AMPS worldphone concept undermines CDMA. Meanwhile, new info from Europe is tantalizing... one British operator, Orange, announced that it is seeing 50% subscriber gwroth... in Finland, 55% growth in handset sales from January-May compared to equivalent period in 1997. It looks as though the predictions of European handset sales growth have been put to shame once again. This market is sizzlin'! Finland is important, because we will hit the dreaded 50% market penetration next September as the first country in the world. Experts have been forecasting slow-down in sales. But instead, we are seeing an acceleration! The mobile phone companies have pulled off the trick that PC makers never learned. How to keep people upgrading to new models, how to sell two units to one household, how to sell to under-20 and over-50 consumer groups. Sales are growing, because new phone models offer substantial, obvious improvements in size, features, ease-of-use, and stand-by times. Non-tech consumers have been seduced in a way that the PC market dreamed of for a decade but never managed to do. People are carrying the phones with them, so the peer pressure to update from older models is far higher than with PC's. Who knows whether you have a 200 MHz-model or a 300 MHz model? Finland is showing that the conventional wisdom of "close-to-saturated European market" is dead wrong. The really important markets like Germany, England, France and Italy have roughly around 10% market penetration. If they also keep up the 50% growth well over the 50% market penetration line, we'll really get down and boogie with Noka. Lambada! There is also an important moral victory over Ericsson. Nokia announced that it has surpassed Ericsson in Swedish market. This is tough to explain to foreigners, but Sweden is hard-core Ericsson country with very high customer loyalty. In Finland, Nokia has 65% of the market. If Nokia has broken the Ericsson customer loyalty in its home citadel it means that it can do it anywhere. Repik„„ siit„, svedupellet! Tero