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Technology Stocks : Nokia (NOK)
NOK 6.835-1.1%Nov 7 3:59 PM EST
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To: carranza2 who wrote (4776)5/12/2000 4:36:00 PM
From: Terrapin  Read Replies (1) of 34857
 
Am I correct that the current squabble revolves around the timing of the roll-out for CDMA2000 vs W-CDMA and whether any semiconductor company is currently manufacturing W-CDMA ASICs?

What does the timing of the roll-outs really matter? Do people honestly believe that a company is going to scrap their W-CDMA upgrade plans because a competitor rolls-out CDMA2000? These chat boards may operate on a minute-by-minute basis but I do not think mobile wireless operators do. Perhaps the number of people still talking on analog phones in the US despite increasing digital coverage and the rates of change for both of those factors could better inform my opinion.

Has anybody bothered to call the semiconductor companies to ask if they are manufacturing W-CDMA ASICs? Or at what stage of production they are in? Or whether they have received orders for them?

Could anybody produce a list of companies that are likely to produce W-CDMA ASICs?

Now that the DDI question has been resolved what is the next question? South American spectrum auctions? Could somebody produce a timeline for those of us trying to play along at home?

One thing the DDI issue has illustrated to me is the dangers of putting too much importance into any one press release from a company in complex negotiations for extremely lucrative contracts. (DDI says 'CDMA2000 have problems' and leaks a W-CDMA decision; QCOM says 'Fine. We'll build our own damn network'; That's tough stuff and very public).

Just some thoughts from a very content Nokia shareholder,
Terrapin
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