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Technology Stocks : Nokia (NOK)

NOK 6.975

-5.0%

Feb 12 3:59 PM EST

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To: tero kuittinen who wrote (4342)	4/23/2000 11:20:00 AM
From: gdichaz	Read Replies (1) of 34857

Tero: What we have is a fact, that the CDMAOne upgrade path to MC is clear and underway on frequencies in current use. Since MC is an approved 3rd gen standard, that is that. And we then have speculation, what the actual content of DS will be. That is as yet not clear. And there is no "path" to it. DS is entirely free standing with no backward compatiblity to GSM. And DS will be in entirely new and separate frequencies. Both of the approved standards MC and DS may be used in the new frequencies. There are "tests" ongoing for some form of DS. What is a realistic timeframe for commercial operation of DS? Not clear, except it is at least 2 years away under the most optimistic of possibilities - and that is to start as islands of DS wherever they may be. For this thread, the interesting question is how does Nokia prosper in this situation. Is participation in both sets of 3rd gen the way to go or to put all bets on DS alone? What is in the best interest of Nokia and its stockholders? Best. Chaz

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