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Technology Stocks : Nokia (NOK)

NOK 6.700

-0.4%

2:53 PM EST

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To: tero kuittinen who wrote (3058)	12/17/1999 1:52:00 PM
From: slacker711	Read Replies (2) of 34857

Tero....I honestly think that you have gone a little overboard. Dont let the personal (and continental) attacks on these boards get in the way of your perspective. Take that opinion for what it's worth (maybe nothing). Few believed that mobile data in GSM markets would at this point be a meaningful revenue source for operators - creating a groundswell of enthusiasm for WAP, GPRS and W-CDMA. I am not questioning if the operators will roll out GPRS....I just want to know when handsets will be ready. Orange has indicated 2001. Same with WAP....I think it will be a huge success, Nokia/Ericsson just need to get the handsets into the hands of customers. OTOH....CDMA already has the speed....what it needs now is content. Hopefully WAP will eventually be transported onto CDMA. I have no idea why you seem to think it would be a bad thing if Nokia led the way on CDMA handsets. The CDMA camp has managed to talk the two major US mobile network companies, Mot and Lu, into yielding both GPRS and W-CDMA advantages to Nokia and Ericsson. Cant speak for MOT but LU has been named as a supplier for two out of the three W-CDMA infrastructure projects that have been announced (Nortel has also snagged one of the projects). Since Nortel and LU are the two largest suppliers of CDMA infrastructure I cant say that they have been hurt in the W-CDMA arena.....and I dont think you can say it objectively either. It is hard for me to understand how you can believe that an expertise in CDMA will hurt these manufacturers. Forget the various standards....from an engineering standpoint, expertise in CDMA (in all its forms) will be transferrable. Motorola has made dozens of mistakes over the last 5 years....CDMA is not what brought that company down. I really hope that you can see that.... Slacker

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