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Technology Stocks : Nokia (NOK)
NOK 6.730-0.7%Nov 14 9:30 AM EST
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To: sisuman who wrote (4841)5/14/2000 8:51:00 PM
From: JohnG  Read Replies (2) of 34857
 
sisuman. This analysis which you call crap is quite thorough and, in my mind,clearly reveals the deficiencies of the proposed upgrade path. Simply put, the Europeans are going to have to make huge unnecessary equipment expenditures if NOK's route to upgrade prevails. Also, they will eventually have to rip out all the equipment and replace the air interface with W-CDMA which appears to have possible technical problems and use spectrum inefficiently compared to multicarrier CDMA.

What needs to be done to minimize equipment expenditures and use spectrum efficiently is overlay the current GSM with a multicarrier CDMA air interface. This is what China will probably do and probably what VOD wants to do. The winners are the Citizens of Europe who get to 3G with a minimum of equipment expense and the Operators who also have a minimum of equipment expense.
JohnG
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