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Technology Stocks : Nokia (NOK)
NOK 6.500-1.3%Dec 30 3:59 PM EST
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To: Claude who wrote (3246)1/13/2000 12:29:00 PM
From: tero kuittinen  Read Replies (2) of 34857
 

Well - the perils on focusing exclusively on CDMA operators are demonstrated by the 1999 performance of operators like VSTR, OMPT, AERL, SNRA. And NTT-DoCoMo just became the world's third biggest company by market cap - largely because it got the high-speed mobile data service to the market in March 1999. Now they have sewed up the content deliverers and 2-3 million early adapters.

So evaluating investing opportunities based on whether a mobile operator uses the most spectrally efficient standard or not seems to be a non-starter. Same could be said for evaluating manufacturers. Owning most of the world's CDMA network market hasn't turned Lucent into a better bet than Nokia.

I suspect that confusing IS-95 with W-CDMA will not do investors any favors in the long run, either.

Tero
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