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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: tero kuittinen who wrote (3580)	2/6/2000 2:22:00 PM
From: Peter J Hudson	Read Replies (2) of 34857

Tero, You chose to ignore all of the questions in my previous post, but I appreciate the response just the same. I own stock in both QCOM & NOK. My interest is not anti NOK nor do I see mobile wireless data as a NOK vs. QCOM issue or even GSM vs. CDMA. The upgrade path to 2.5G has been determined by the existing air interface so operators signing contracts for GPRS is not an indication that it is the superior technology. In your words >>"I don't care whether GPRS debuts with 40 kbps or 60 kbps. As long as it offers robust improvement in data speed, it's a winner by default. For 200 mobile operators around the world, there's no alternative right now."<< So having established that NOKs success with GPRS is independent of 1XRTT I still have some question you might be able to answer. 1. Do the contracts that NOK is winning for GPRS include performance clauses? Given the stage of development I assume the operators are requiring contractual protection for delivery and performance. 2. Do the GPRS contracts include the infrastructure necessary to transition to an IP network? 3. What is the basis for your attitude towards QCOM? Do you really believe that the company is a sham and the management are hypsters and con men? 4. Do you believe the development of GPRS is ahead of 1XRTT? >>GPRS and 1XRTT may have the same timetable on paper. That would be a pepr written by Qualcomm. But I invite you to make a list of those operators that have started actually implementing 1XRTT. The number of operators that have made GPRS deals will top one hundred (100) by this summer.<< Is it possible that 1XRTT deals are not necessary? The chips are pin compatible with existing handsets. Upgrading the base stations does not require extensive hardware changes. Why would operators sign contracts for simple upgrades? The trasition to an IP network may actually represent a bigger investment. >>Nokia doesn't need a mobile data standard that will attract 5 million subscribers in 2001. They need a mobile data standard that can attract 50 million subs in 2001. That's called GPRS.<< The GPRS market and the 1XRTT market are separate issues, but the fact that a NOK spokesman said that they intend to be the number one CDMA handset producer indicates that they will have a 1XRTT offering soon. >>So Bux can be as witty and sarcastic as he wishes.<< Bux's reply to my previous post was neither witty or informative. Like you he failed to address any of my questions comparing GPRS to 1XRTT. I accept that GPRS is the chosen upgrade path for GSM and that GSM has the largest installed base. You continue to avoid comparing the technologies. I appreciate you sharing your views. Pete

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