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Technology Stocks : Nokia (NOK)

NOK 6.145

+1.2%

12:37 PM EST

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To: tero kuittinen who wrote (2092)	9/9/1999 6:52:00 AM
From: gdichaz	of 34857

Tero: Thanks. Pleased to see a direct and clear run down of where you see TDMA growing subscribers and how. Just for fun, the view from the US is a bit different. At least mine. My major difference is your assumptions about TDMA in Latin America. See Mexico moving rapidly up in CDMA, Brazil also. The big markets. Note: Analyst's mention that LA companies were "reconsidering" future TDMA and considering CDMA instead. May or may not happen but suggests straw in the wind. In the US, don't have a clue. AT&T seems determined to spiral downward into the pit in wireless - or as we used to say - bet on a dying horse - or at least a wounded one. Guess top AT&T leadership is so focused on making the right moves in cable - which it is doing - that just making do in wireless. Wait til that changes. And a Vodaphone move may force front burner attention by AT&T. Much will depend on whether Vodaphone finds a way (with Bell Atlantic or otherwise) to roll out a full scale CDMA national network in the US. We should have some news on this relatively soon. Best. Chaz Qualcomm and Nokia - Together the World !

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