Nokia's CeBIT 2004 Exhibition Update for Investors
Slacker,
http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=NOK&script=1010&item_id=865776
Whew! Tough accoustics from the podium. It required some worthwhile concentration to get through the presentations, but things seemed to improve by the time we got to the 2nd Q&A.
<< Interesting to see a large emphasis on HSDPA during the Networks presentation. >>
Yes. Enough of that "forklift upgrade" horse puckey. <g>
Juha Putkiranta's (Imaging, Multimedia) substance was good, appropriate for the venue, even necessarry given the new corporate structure and his divisions charter, but nothing particularly new was revealed. In Q&A I thought his comments on clamshell form factor suitability for camera phones was interesting, as were comments on video calling and phases of evolution of imaging phones.
http://media.corporate-ir.net/media_files/NYS/NOK/cebit/putkiranta.pdf
I thought the Mobile Enhancements presentation by Janne Jormalainen was fresh, interesting, and well done. Nice revenue opportunitty. Good Vision.
http://media.corporate-ir.net/media_files/NYS/NOK/cebit/jormalainen.pdf
I thought Kai Konola's (Networks) presentation (accoustics and a fast pace aside) was absolutely excellent. He really covered some fresh material, and I thought he did a fine job with Q&A and the accoustics improved and he slowed the pace of delivery. He proacted to questions that might otherwise have moved to Q&A on Nokia's strategy on early implemntation of PoC. All in all, very imformative, IMO.
http://media.corporate-ir.net/media_files/NYS/NOK/cebit/konola.pdf
Here are abstracts of a few of Kai's slides amongst several interesting ones:
GSM Renewal
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• MSC Server in deliveries
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• EDGE hardware deliveries to more than 65 customers in 35 countries
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• 25 public EDGE references
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• Nokia has delivered network to 10 out of 13 commercial EDGE launches
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EDGE speeds up the GSM Network Modernizations Case
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• EDGE bitrates can increasethe multimedia usage
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• Lower cost per bit with EDGE
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Modernization of GSM
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• Improved coverage
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• New Nokia GSM/EDGE BSS can deliver upto 15% more voice minutes from
day one compared to the old BSS
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From GSM to Multiradio 3GSM Networks
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• Education on end users to new multimedia services with EDGE speeds
up the WCDMA success
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• EDGE can be used as coverage complement to WCDMA
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Highest Data Rates and Capacity with WCDMA boosted by HSDPA
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• High Speed Downlink Packet Access
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--> 25-fold data rates,2-fold BTS capacity
--> Dynamically optimized data rates in changing radio environment
with new modulation introduced, 16QAM
--> Fast scheduling and data retransmission managed by BTS
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• HSDPA is a simple evolution in Nokia WCDMA
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• Nokia Advanced Indoor Radio is ready for HSDPA from the beginning
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Nokia Advanced Indoor Radio
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• Introduction of remote unit and one new plug in unit
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• Evolution path to HSDPA indoor cell without any new AIR hardware
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• Compliant with 3GPP specificationfor local area BTS WCDMA
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Nokia MSC Server (3GPP Rel4) now live in operators’ networks
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• MSC Server System is in deliveries now for GSM and WCDMA
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• Meets requirements of both GSM and WCDMA simultaneously
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Heres are his Summarry slides:
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New Core Networks
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• Nokia first withPoC, infra shipping, terminal shipping in 2Q
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• 4 commercial push-to-talk deals announced
• PoC trials with 30 customers globally
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• Intelligent Content Delivery integrated by 15 Nokia customers
worldwide
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• Nokia IP Multimedia Subsystem, trialled globally, available 2Q/2004
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WCDMA 3G
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• T-Mobile Netherlands adding Nokia customers to 39•16 commercial
networks, 8 supplied by Nokia
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Nokia Networks - attacking new growth opportunites
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• Mobile operators increasingly active
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• Selected infrastructure segments offer growth opportunities
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• Nokia in strong position to address such segments
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• New core networks•GSM modernization and new growth markets
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• 3G radio network with WCDMA and EDGE
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• Network related services including outsourcing
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• Targeting market share gains by broader product portfolio and
better market coverage.
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- Eric -
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