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Technology Stocks : Nokia (NOK)
NOK 6.160+1.5%Dec 8 3:59 PM EST

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To: Eric L who wrote (5249)6/4/2000 6:28:00 PM
From: gdichaz   of 34857
 
Eric L: We have joked in the past about your Eurocentric focus and my Asiacentric focus. Of course, really both of us try to look at the world as a whole (with you more knowledgeable than I).

I have noticed the meetings in Mexico (of all places) between the Koreans and Chinese with positive noises re: CDMA and "cooperation" (the magic politically correct word) on CDMA in China.

Expect the closest immediate working relationship and the vanguard of CDMA in China to be from the Korean CDMA base.

But one sleeper we might wish to think about is Taiwan.

Taiwan is after all part of the "one China" and Taiwan has considerable experience with GSM and now is moving ahead rapidly with CDMA.

A source for combined GSM/CDMA phones may well turn out to be Taiwan.

Expect that proper IPR licenses are available for both there. Worth thinking about, no?

(And Taiwan has "smart card" experience too, no? Adding the necessary slots in the plastic ought to be duck soup for them in those 1xMC / GSM phones)

(Probably separate GSM and CDMA chips in the chipsets at first, but then the Q will probably turn that out on one ASIC by next year ((chuckle)))

[Whither sp? Nokia]

Hope Nokia has some good working relations (and perhaps even production contracts with Taiwanese companies)

Best.

Chaz
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