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Technology Stocks : Nokia (NOK)
NOK 6.775-3.6%Nov 13 3:59 PM EST
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To: carranza2 who wrote (5097)5/30/2000 12:27:00 PM
From: tero kuittinen  Read Replies (2) of 34857
 
I know, carranza... that's why I asked about Globalstar, China and GPRS opinions. I am asking you to judge any person based on his earlier predictions on specific issues; not on the 1999 share price development of Qualcomm.

It's important how the predictions have fared *after* the reality has intervened. I think you know as well as I do how Dr. J. characterized the future commercial potential of GPRS, Globalstar and IS-95 in China back in 1999. Make your judgement based on how these predictions turned out in reality; not on how they influenced the share price before anyone knew what would happen. That's a track record.

The early W-CDMA models aimed at Europe and Asia outside Japan are GSM/W-CDMA dualmode phones. They incorporate GPRS technology. W-CDMA will be used in phones that also function as GSM/GPRS handsets. The Nokia base stations now brought to market have slots for both EDGE and W-CDMA. Nokia is marketing end-to-end solutions from GPRS to W-CDMA to operators - that's the whole selling point.

I am not an engineer and I can't tell you "how". What I can tell you that the operators are convinced that the migration works. Nobody is "ditching" current GSM equipment. It will form the underlying backbone of future W-CDMA networks in most markets. That is why operators investing in W-CDMA are also investing heavily on GSM expansion. Look at the order books.

Tero
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