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Technology Stocks : Nokia (NOK)

NOK 6.080

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Nov 28 9:30 AM EST

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To: Ruffian who wrote (4999)	5/25/2000 3:32:00 PM
From: gdichaz	Read Replies (1) of 34857

Ruffian: Just saw Mika's note to you. I find myself in agreement with him that GPRS will happen (is happening) on GSM - the open question is with EDGE on GSM. Note that Nokia says in its releases that its new equipment and software will enable WCDMA from GSM/GPRS (which permits packet switching). EDGE seems to be missing. But for TDMA, EDGE is included (and seems to be the end of the line). We will see how all this works out. But so far, GPRS seems to be the same sort of "no brainer" for GSM operators as 1XRTT or 1xMC is for CDMAOne operators. As I have suggested before, the interesting question is, taking that as a given, then what? Again, the only way I can see to deal logically with all the alphabet soup and claims and counterclaims is to at least be clear whether the technology under discussion is for use on current spectrum or requires new spectrum. It is abundantly clear that WCDMA requires new spectrum while CDMA2000 does not (but of course may be used on it as is proposed in Japan). Cheers. Chaz

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