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Technology Stocks : Nokia (NOK)
NOK 6.0800.0%Nov 28 9:30 AM EST
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To: Labrador who wrote (2054)9/7/1999 8:14:00 AM
From: tero kuittinen  Read Replies (2) of 34857
 

I'd draw a line between TDMA and GSM. The former has its limitations. But let's get real about GSM and data. European and Asian GSM operators launched the first internet/fax phone in 1996 - more than three years before Sprint finally finishes its sluggish crawl towards the first base of mobile data.

Some GSM operators, like Radiolinja, already derive more than a fifth of their mobile network income from data services. Sonera launches the 38 kbps data transfer speed this month. Can anyone tell me which US operator can offer a 50-gram mobile modem card to plug into a laptop and offer nearly 40 kbps data transfer speed? That's what consumers in advanced GSM markets can get this autumn. Next spring, GPRS GSM phones start offering 100 kbps data speed.

In GSM markets, you can buy an internet phone featuring a color display or 150-gram weight with 200 hours of stand-by time. That's in a whole different league than some 240-gram CDMA internet phone with 40 hours of stand-by time. You probably know which models I'm referring to. Leading GSM internet phones conform to WAP 1.1 when they come out; that's the state-of-the-art in mobile data right now. Anything less than WAP 1.1 is already outdated.

When it comes to reaching consumers and generating a real mobile data mainstream break-through, it's good to consider this: in markets like Italy, nearly 50% of the entire population already has a GSM phone. In USA, maybe 4% of the population has a CDMA phone. So where is the big upgrade wave from ordinary handsets to internet versions going to take place?

Tero
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