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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: Gus who wrote (3726)	3/3/2000 9:24:00 AM
From: tero kuittinen	Read Replies (2) of 34857

I'm thrilled to pieces, Gus. This shows that Nokia really has a crack at the Japanese infra market. Great. However, note the haiku-like composition of the press release. There's a studied lack of any details or concrete information. Launch schedule, size of the deal, possible handset tie-up - none of this is announced. So W-CDMA seems to remain the Brazil of mobile data technologies; the country of tomorrow. Actually, NTT-DoCoMo isn't jumping to W-CDMA. They are launching a TDMA-based 2,5G mobile data solution right now. This would be a really, really bizarre move if DoCoMo is prepared to launch W-CDMA in a large scale in March 2001 as has been anticipated for years. What we're actually seeing is the commercial break-through of 2,5G technologies during the year 2001. We will be lucky if W-CDMA has any volume impact on handset sales by 2003. Chaz - you're absolutely right about Nokia and Qualcomm not moving in tandem anymore. Just check the year-to-date charts and consider how 2,5G technologies are starting to impact on investor sentiment. Tero

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