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Technology Stocks : Nokia (NOK)

NOK 6.080

+0.4%

3:59 PM EST

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To: gdichaz who wrote (4938)	5/21/2000 11:54:00 AM
From: tero kuittinen	Read Replies (1) of 34857

I'm curious about where the money for HDR investments is supposed to come from. Every leading GSM operator is now investing in GPRS. Every leading GSM operator is bidding aggressively for W-CDMA licenses. Then comes the W-CDMA build-up. This leaves companies like Vodafone about 50 billion dollars in the hock. So... would 2001 be a good time for Vodafone or DT or Telefonica to announce HDR investment? After dropping tens of billions of dollars on GPRS and W-CDMA? The share prices of VOD and other operators already reflect pretty clearly how investors feel about the current amount of infrastructure investment. The chances for HDR investment by GSM operators are somewhere between zip and zilch. HDR is arriving too late; GPRS and W-CDMA have already hogged the 2000-2004 budgets of most operators. And then some. HDR is Globalstar all over again - a technology that could have succeeded if offered earlier. Tero

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