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Technology Stocks : Nokia (NOK)

NOK 6.665

-1.0%

Nov 17 3:59 PM EST

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To: tero kuittinen who wrote (4196)	4/16/2000 11:06:00 AM
From: Wyätt Gwyön	Read Replies (1) of 34857

this move is so dumb it should be a felony ROFLMAO! A classic line, and I couldn't agree more. The Japanese decision to back W-CDMA is not a sinister plot to defeat a superior technology. They simply don't want cdma2000. What do you think about Chaz' interpretation? I am holding out hope for it. is only one dominant standard in digital mobile telephony. This dictates the 3G market development. The GSM upgrade will become the de facto global 3G standard. Acknowledging that is what DDI is now doing. This is food for thought for everyone who has dubbed QCOM a Gorilla a la MSFT based on Geoff Moore's book. The whole point about the Windows hegemony was that the Mac OS's supposed superiority did not outweigh switching costs for large customers and support costs for the value chain. The QCOM-cum-gorilla argument turns this bassackwards by starting with the thesis that CDMA (esp. cdma2000) is technically superior, therefore QCOM will be a gorilla. And if cdma2000 does not win, well, that doesn't matter anyway cuz QCOM "owns" all 3G flavors. And if Japan goes W-cDMA, then QCOM can (allegedly, and hopefully BS) just build their own cdma2000 network there to show the world what is right. The old Monty Python "it is but a flesh wound" typa thing. Chop, chop. Or as Phillip K. Dick put it: I don't believe in your God, and besides, he's stupid!

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