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Technology Stocks : Nokia (NOK)
NOK 6.965+0.8%12:37 PM EST

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To: Ruffian who wrote (4513)5/1/2000 1:18:00 PM
From: tero kuittinen  Read Replies (4) of 34857
 
Must he? How about Hutchison, one of the world's leading operators?

Let's look at what is happening with Hutch.

1) It landed one of the British W-CDMA licenses through a North American collaborator.
2) It plans to bid for French and German W-CDMA licenses.
3) It won the Australian 1800 Hz spectrum auction through extremely aggressive bidding

austel.gov.au

4 It plans to build a nationwide GSM-1800 network in Australia and then migrate to GPRS and W-CDMA

it.fairfax.com.au

Key quotes:

"We now hold a most strategic asset which will secure future growth opportunities for Hutchison over the next 15 years,'' Hutchison managing director Barry Roverts-Thomson said.

Hutchison said it planned to construct a high-speed data network in each of the licence areas, possibly employing general packet radio service (GPRS) technology with enhanced data for GSM evolution (EDGE) enhancement.

*********

So... it looks like Hutchison has suddenly and aggressively adopted a global GSM-GPRS-W-CDMA strategy.

This is the same company that built a IS-95 network in two Australian cities. But apparently there has been a change of heart during the last two years. Now Hutchison believes that GSM, GPRS and W-CDMA are the keys to mobile internet.

Mmmmm... dumb as a fox? This development is the key to understanding the Asian mobile internet situation and what will happen to Hong Kong and China.

Eric... I think we both know what will happen in Brazil next. There is only one second generation digital standard that is getting a bundle of new turn-key contracts in the year 2000. From Italy to Australia to Turkey to Czech Republic to Morocco to South America.

Entirely new GSM-1800 networks with instantaneous GPRS and WAP orders on the top.

Tero
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