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Technology Stocks : Nokia (NOK)
NOK 5.935+1.1%Nov 21 9:30 AM EST
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To: tero kuittinen who wrote (2018)8/11/1999 5:46:00 PM
From: Maurice Winn  Read Replies (1) of 34857
 
Nokia should do really well in cdmaOne and cdma2000 handset devices when they get going. The retro-tech cdmaOne handsets will remain attractive for many people for whom price is their primary motivation, as well as good quality sound. The cdmaOne networks have the inherent advantage of technological pathway to the future.

While GSM is in glorious fractalized definition at the periphery [the handsets], the infrastructure air interface foundation is a little like the ancestors of the Neanderthals. A splendid evolutionary achievement until out of Africa arrived Homo sapiens sapiens. Initially, the Neanderthals had the numbers and home ground advantage, but their foundations were on insecure and outdated technology.

Little by little [instantaneously in Neanderthal replacement terms] the advantage of CDMA will encroach on the world of GSM until the inevitable happens.

At the end of this year, cdmaOne will have sold 53,141,592 handsets. GSM reached that figure only a couple of years ago. Guess which one has the higher growth rate. The monthly sales of cdmaOne handsets was supposed to exceed GSM by May next year [my wilder prediction from a couple of years ago]. Maybe it won't quite get there, but it will be getting warm. I thought China would have moved quicker than they have. Bombing customers isn't the brightest thing to do. Keeping them out of WTO deals is not that clever either. So it isn't surprising that things have gone slower there.

Maurice
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