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Technology Stocks : Nokia (NOK)
NOK 6.490-0.2%11:15 AM EST
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To: Claude who wrote (3244)1/13/2000 11:45:00 AM
From: tero kuittinen  Read Replies (1) of 34857
 
Claude - I'm not minimizing anything. CDMA has 10% market share of the world's mobile phones subscribers. That will increase to 20% in a couple of years. That's the relevance of the standard. And you think it's a good idea to use 80% of this thread to debate CDMA?

I know that the promised explosion in US mobile subscriber growth will arrive some day. But 1999 wasn't that year and it doesn't look like 2000 will be that year, either. Several industry commentators spent the entire year 1998 swearing that next year would be the year when mobile telephony broke through in USA. It wasn't. It was the year when that happened in markets like England and Spain. Britain alone added more than 4 million subs during the Xmas quarter. Germany will add 10 million subs this year.

These are the markets where mobile data is breaking through with mainstream consumers right now. Markets where WAP models like 7110 are selling out. Markets where operators are seeing 100 million text messages sent per month. And this thread is supposed to keep the focus on USA on the off-chance that it will get with the program one day real soon? Why not focus on markets where mobile data is already a substantial part of the revenue for manufacturers and operators alike?

Tero
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