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Technology Stocks : Nokia (NOK)

NOK 6.330

-0.5%

9:56 AM EST

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To: Wyätt Gwyön who wrote (3906)	3/30/2000 5:34:00 PM
From: Babu Arunachalam	Read Replies (1) of 34857

Of the big 3 in Japan, only one is still unsure which way to go because they have Motorola infrastructure and Motorola is playing the wait and watch game on 3G (maybe they have something else up their sleeve). W-CDMA is for new spectrum while CDMA2000 and EDGE is for the old spectrum. HDR is a pretty good option for the old spectrum and maybe not 3xRTT. W-CDMA is the frontrunner and is beating out everything else for the new spectrum. There are no contracts for any other technology that I know of for the new spectrum. QCOM seems to promote HDR as opposed to 3xRTT for data since they have it on their chip. Given that the path for data is still divided for CDMA2000 it will be a while before it is commercially available. Add to it the fact that North America lags Europe and Japan in data. From what I know, W-CDMA and CDMA2000 are both expected to grow at 35% to 40% every year. W-CDMA and EDGE are going to consolidate GSM and TDMA. Given that the percentage of CDMA subscribers in the world is 10%, you can figure out where most of the sales will be. BTW, I work on CDMA2000 :) Babu

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