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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: Mr.Fun who wrote (2661)	11/8/1999 4:26:00 PM
From: slacker711	Read Replies (1) of 34857

Mr Fun....I have appreciated your comments on a variety of subjects and am glad to hear your thoughts on 3G. Unfortunately this is a topic on which we disagree. Thought you might like to read the following post.....Bob Craig on the Qualcomm thread transcribed portions of the conference calls that took place after the Ericsson/Qualcomm settlement. Message 11837388 I view the above statements as slightly differently than normal conference calls where management states everything is going great. They are commenting on a specific agreement that has been signed and the eventual flow of royalties....and the statements are relatively clear (IMO). However if the case does go to court....it seems to me that this favors Qualcomm. They will continue with their deployment of CDMA2000 (I havent heard of anyone making a blocking claim on this mode). If DDI/IDO deploy this during the 2001 timeframe, how long will NTT Docomo be able to survive without a 3G system? How tempting would it be for GSM operators to switch to CDMA2000 to get a head-start on other operators? Handset vendors who think 3G is a clean slate for them to get back in the game are sorely mistaken. 3G networks will not have the coverage of 2G for many, many years - so 3G phones will have to support 2G technology. This means: Multi-band, multi-mode phones for the foreseeable future. This has been an argument between Tero and I for awhile...Nokia has not been innovative in their CDMA product offerings. I think that this will hurt them when 3G does come along. The Korean/Japanese manufacturers will have a leg up in doing the most difficult mode of these handsets (wideband CDMA). Slacker

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