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Technology Stocks : Interdigital Communication(IDCC)

IDCC 348.69

+0.8%

Nov 14 9:30 AM EST

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To: Jim Lurgio who wrote (4095)	3/2/2000 12:17:00 PM
From: w molloy	of 5195

NOK's WCDMA plans takes a back seat to GPRS/EDGE (from the NOK thread) As the operators commit to GPRS and EDGE development, W-CDMA seems to remain curiously hazy and tentative. Interestingly, the Finnish 3G order announced prior to CeBIT was "W-CDMA capable"... but the initial hardware will apparently feature EDGE and leave the W-CDMA upgrade to be installed later. All the Nokia's current GPRS deals are basically a platform for EDGE upgrades, so their value lies mostly in locking up operators into Nokia's upgrade path. The Finnish infra deal may provide an early PR advantage. We'll now see just how big a threay the Japanese telecom companies will be in the 3G market. If Nokia can follow up the Finnish 3G deal with the early Spanish, Italian and British EDGE deals, the European 3G market will start to jell around Nokia and Ericsson. It's going to be very hard to cut in later - this is the key phase right here and now. The longer GPRS and EDGE will sell prior to W-CDMA's debut, the bigger Nokia's advantage will be.

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