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: Mika Kukkanen who wrote (1151)	11/6/1998 1:34:00 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

OK, the new switch sales have kicked off. It's good to see two GSM-1800 network sales in Asia within three days... the combined value tops 100 million US dollars. It looks like the GSM 1800 market is now really in Nokia's pocket. They are apparently able to bundle also fixed-line integration solution to the new deals - this is a good direction. Maurice... Asia is still going GSM. What is great about global GSM market is not those 100 million users today. It's those 300 million users in 2003. Yes, I know the annual growth will be under 50%. But the growth is enough to keep GSM as numer one and give W-CDMA an edge over CDMA2000. It's enough to keep the GSM phone market more profitable for high volume companies than the CDMA phone market. China has just decided on an industrial policy to encourage sales to domestic GSM equipment manufacturers. It's the death knell to CDMA in China. GSM is now a key part of China's high tech future. Nokia and other GSM manufacturers agreed on technology transfer and formed close ties to Chinese subcontractors. CDMA companies tried to prevent technology transfer and attempted to rely 100% on imports. Of course, China balked. And here is where we get to corporate strategic planning. Is it wise to integrate a new technology in the biggest market in the world, give business to local manufacturers and be a good sport? Or is it better to get greedy, try to maximize profits by trying to force the customer rely purely on imports? I think we are getting the answer. The phenomenal GSM sales in Hong Kong, Singapore, Taiwan, Phillippines, etc, of course partially reflect the Chinese break-through - cheap GSM gear produced by Nokia in China is being exported all across Asia and the nieghboring countries want a standard compatible with China. And here is Qualcomm with its stance on Symbian - once again trying to get complete control, eschewing power sharing and cooperation. I know that was sarcasm, Dave, but yes, Qualcomm would have been better off turning Bill out. Motorola did, even though it was offered half a billion dollars by Microsoft for cooperation. Why? The price of failing to take part of early Symbian development will be exclusion from a potentially vast market of IT/mobile telecom integration. That was so scary that Motorola had to swallow its pride and come together with Nokia and Ericsson, the original Symbian partners. Apparently Qualcomm has even more pride than Motorola. As with W-CDMA and CDMA2000 Qualcomm is once again playing double or nothing. Domination of global marketplace or failure. Isn't there a point where a 4 billion dollar company might want to decide to cooperate on some aspects of its business? Tero