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Technology Stocks : Nokia (NOK)
NOK 6.230+0.8%Dec 10 3:59 PM EST

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To: Nils Mork-Ulnes who wrote ()5/12/2000 9:55:00 AM
From: nbfm  Read Replies (1) of 34857
 
A brief recap from a thread elder. . . while many could argue that Q followers may be a bit blinded by the glare, others may also be in need of sunglasses.

To: Mucho Maas who wrote (4198)
From: tero kuittinen Sunday, Apr 16, 2000 11:14 AM ET
Reply # of 4730

Would DDI spend all those billions on W-CDMA if they really thought that cdma2000 "will be there"? Why would they implement two expensive 3G standards? I think that the Nikkei quote explained the situation pretty clearly; the DDI executive in the interview does not believe that cdma2000 is being developed on schedule.
Ericsson made the first W-CDMA call connected to a commercial network more than a year ago.

What I would like to know is why are the US journalists and analysts completely silent on this whole topic. Why do I read the best articles on the 3G competition from the Finnish and Japanese sources? US telecom specialists have been silent all these years... I think that one of these days they need to finally start talking.

Tero

To: gdichaz who wrote (4300)
From: tero kuittinen Thursday, Apr 20, 2000 7:35 AM ET
Reply # of 4730

Look - the Japan Telecom W-CDMA build-up is starting this summer. One of the contractors is Nokia. DDI went with W-CDMA after it saw both DoCoMo and JT choose it.
Are you suggesting that these three operators will spend billions of dollars on incompatible W-CDMA standards? Of course not. Ericsson and Nokia will very likely be contractors for all three network projects - of course they will build compatible networks.

The very reason why DoCoMo started collaborating with Nokia and Ericsson in 1997 was to ensure that Asia and Europe would get a single 3G standard.

Think about it. 1997. That was when this project was started in a big way. The heavy lifting has already been done. That Hong Kong operator who recently made its W-CDMA decision came to Nokia, sent its executives to Japan to check out Nokia's W-CDMA network and then closed the deal.

Things are happening in Asia. And in America? American journalists are interviewing American telecom analysts about an American 3G standard. And then American investors read about American companies developing cdma2000. It's a fine ol' standard - darn tootin'.

Wake up, Joe Sixpack. Nobody outside North America and possibly Korea is considering cdma2000 an international standard. When it comes to overzealous nationalism, the French dairy farmers have nothing on Forbes feature writers.

Tero

To: Ruffian who wrote (4304)
From: tero kuittinen Thursday, Apr 20, 2000 8:19 AM ET
Reply # of 4730

You don't need to belong to Dionne Warwick's Psychic Friends Network to figure this out, Ruff.
It's the old kiss & slap technique. You say really nice things about the vendor you intend to slap - because nice words don't cost anything.

The operative phrases are:

- we need to see which of the two standards will be used by the majority in the world
- we need to consider which standard will have a better handset deal
- we don't want to be a minority in the market
- vendors will sell W-CDMA equipment cheaper than they would sell cdma2000 equipment

Gee - I wonder which standard they are referring to? What could they be planning? Maybe we *should* call PFN. The number is 1900 988 2565 - but I'm warning you; it costs four bucks a minute.

Tero

To: Diamond Jim who wrote (4407)
From: tero kuittinen Wednesday, Apr 26, 2000 10:19 AM ET
Reply # of 4730

OK, kids... the game is nearly up.
koreaherald.co.kr

koreaherald.co.kr

Key quotes:

"For instance, countries that have already selected IMT-2000 operators such as Finland gave preferential treatment to existing mobile carriers, according to the Hansol. Italy has announced that it will also give preference to existing mobile service providers when it chooses IMT-2000 operators."

"IMT-2000 service boasts anytime, anywhere services offering global roaming and multimedia services at high speeds. In Korea, the service is slated to commence in 2002 just in time for the World Cup soccer game following opeator selection at the end of this year."

If you thought that DDI selecting W-CDMA was bad news... how about entire Korea going the same route? How's that for a kick in the stomach?

The Koreans seem to be backing away from any references to cdma2000. At the same time, they are stressing the importance of IMT-2000 - regardless of IS-95 upgrades. Now... what could that mean? Paging Dionne Warwick.

Tero
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