Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Typhoon who wrote (864)	8/14/1998 10:20:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Hi typhoon, Ericsson is expected to come out with new models in the first half of -99, but the info is curiously vague. Why did Ericsson hype so much the new GSM/TDMA/AMPS worldphone which is due in the fourth quarter of -99? It's very rare that these companies pre-announce phones by 16 months... the fact that Ericsson didn't talk anything about new models in the first half of -99 while pumping up a product that hits the streets in the second half is strange. You would expect them to be more concrete about the early -99, especially since Motorola is already talking up a storm about their early -99 line-up. If Ericsson can't ship anything groundbreaking in the 1Q 99 they are in all sorts of trouble - thanks to Nokia, Ericy phone sales stalled already in 2Q 98 and four consecutive quarters without new models would be somewhat disastrous. If Ericsson ships new models in the first half, it will slow down Nokia's momentum, but hardly as badly as Nokia is now hitting Motorola and Ericsson. The 6150, 8810 and 9110 models will be just half a year old next January, after all. Nokia is not walking into that "aging models" trap anymore - they got scarily close to the edge at the end of -97 and have speeded up their cycle after that. Moreover, Nokia is launching new, more affordable models patterned after the ecxclusive 8810 next year so they aren't planning to coast along with their current momentum. The technological innovations in 6100 and 5100 series should be bold enough to stand out even next year. Can Ericsson or Motorola really launch cheap models with one week stand-by times and five-line displays even in 1999? Certainly nothing Motorola has unveiled so far implies that. Ericsson's chronic problems with display technology haven't gone anywhere - and now consumers are really demanding big, good displays to read e-mail and text messages. 3g is still one of life's central mysteries, right up with the question about extraterrestrial life and God's existence. If W-CDMA pans out, Nokia is world's leading expert... after Ericsson, I'm afraid. If it doesn't, all bets are off. Tero

To: Typhoon who wrote (864)	8/14/1998 1:38:00 PM
From: marginmike	Respond to of 34857

QUALCOM will be the biggest winner. However Nokia will do well also. However ERICKSON will eat crow!

To: Typhoon who wrote (864)	8/14/1998 2:06:00 PM
From: marginmike	Read Replies (2) \| Respond to of 34857

Typhoon I am getting a little enoyed with TERO's stretching of the truth. Iam a stockholder in Ericy, Nokia, Qcom, SAWS(gsm-Cdma parts provider),VLSI,and many other Tellco and equiptement stocks. Iam fairly objective. I do admit a slight partiallity towerds Qcom. However 3G is not some myth, or rumor. ETSI, Japan have declared CDMA as their next standard. Within 2-3 years that standard will begun being built. The holdup currently has to do with Qualcoms objection to how its Patents are being used. WCDMA,CDMA2000 whatever the final configuration it doesnt really matter. The fact is CDMA is a technology that Qualcom developed, they are the leading experts, the are the biggestr manufacturer of their ASIC chips blah blah blah. As far as infustructure Lucent is the CDMA expert! Nokia who is a fine manufacturer of CDMA phones is also a leading company in the future of CDMA. However erickson doesnt even have a CDMA phone, nor a liscence to make one. How can Tero make a statement that Ericy is an expert in any form of CDMA? They cant even go forward with Wcdma because of Qcoms posturing! So please take what TERO's saying with a grain of salt he is a wee bit biased. I will admit not to listen to me either, because im Biased towerds Qcom. However The facts about CDMA are there. George gilder recently wrote an article about Qcom and its power in CDMA I will put link in next post.