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Technology Stocks : Nokia (NOK)
NOK 6.970+2.0%3:59 PM EST

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To: slacker711 who wrote (3260)1/13/2000 11:50:00 PM
From: gdichaz  Read Replies (1) of 34857
 
slacker: Suggest you misunderstand Maurice's point.

He can, and no doubt will, speak for himself.

But what it seemed to me he is saying is that given the limitations on how we can measure the growth in CDMA and the growth in GSM, using ASICs for new CDMA handsets being supplied as a proxy, then it would appear that the number of new CDMA handsets per month (or quarter) will exceed the number of new GSM handsets per month in the near, rather than the distant, future.

This is all difficult to measure since there is no specific set of numbers on the new GSM ASICS (or equivalent) available. So the comparison is only rough.

Nevertheless, since this is the Nokia thread, the key question remains.

If growth in absolute terms of CDMA phones is approaching and perhaps will fairly soon exceed that of GSM phones on a monthly basis, wouldn't it be prudent for Nokia in its own interest to have a robust CDMA phone supply?

And right now that appears dubious.

In other words, isn't some action necessary on Nokia's part to keep up with the competition within CDMA itself?

Best.

Chaz
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