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Technology Stocks : Nokia (NOK)

NOK 7.070

+3.1%

Feb 6 9:30 AM EST

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To: tero kuittinen who wrote (4297)	4/20/2000 7:23:00 AM
From: gdichaz	Read Replies (2) of 34857

Tero: There are two entirely different opportunities in Japan for 3rd gen. The current spectrum and the new spectrum yet to be auctioned. There is no question at all that within the current spectrum there will be upgrades and improvements driven by data requirements which will move up from advanced flavors of CDMAOne through CDMA2000. So CDMA2000 is not "junked" but will thrive in Japan on the only spectrum now existing. For the future, 2 companies have announced for a set of letters WCDMA, one is agnostic - DDI. The content of whatever will be called "WCDMA" in Japan is not clear. It could be a "bastard" version such as DoCoMo seems to plan to try out a year from now, a worldwide standard similar to DS or even a worldwide standard similar to MC. We simply don't know and are talking about years from now. I for one will continue to place my bet on the approach which is practical, clear and will happen - the CDMA path toward CDMA2000 on the current set of frequencies. Hope that Nokia will be intelligent enough to produce for that rapidly growing and major market. Foolish not too, and doubt that Nokia is foolish. Best. Chaz

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