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Technology Stocks : Nokia (NOK)

NOK 6.180

+0.3%

3:59 PM EST

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To: tero kuittinen who wrote (1844)	4/30/1999 10:09:00 AM
From: DaveMG	of 34857

If Qualcomm is so important for W-CDMA how come everyone is spurning them? Why then did Ericsson settle ? I've been hearing this "handset market will fragment between a dozen competitors" argument for about a decade now. It has always somehow failed to happen. That doesn't prevent Wall Street from making the same forecast over and over again And we've been hearing that QCOM is finished for how long? These are collaborations, not deals as of yet it seems to me. VOD has been working for years with QCOM. It seems that of all the carriers they will understand the merits of the various technologies the best and that their desires will certainly have influence in ETSI. WIdeband and narrowband only refer to the spectrum allocation I believe so in this respect I think you make a mountain out of a molehill. These are strategic alliances that have as much to do with marketing as anything else so I don't think one can necessarily infer technological leadership as a result. I assume that all sorts of devices will operate on WCDMA networks, not just 2000$ video phones so that argument doesn't hold water I think. What is obviously true though is that GSM will be around for a long long time. Mobile data is in its infancy in USA - but not so in the leading GSM markets. The 2-3 year lead in data expertise GSM has over CDMA doesn't seem to be closing. Nokia's first GSM internet phone debuted three years ago - Sprint still doesn't even offer data on its network. The 7110, Nokia's third generation internet model weighs under 150 grams, features a week-long stand-by time and has already cooperation agreements with CNN News and Yahoo search engine. It incorporates WAP technology. It will retail way below where the first-generation CDMA smartphones are introduced at. We'll see where the data competition is at during the second half of this year. This may remain true for another year or two but that's it. And once again, where is that tri mode Nokia CDMA Qualcomm killer that was going to have an insurmountable early to market advantage? Dave

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