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Technology Stocks : Nokia (NOK)
NOK 6.835-1.1%Nov 7 9:30 AM EST

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To: tero kuittinen who wrote (5230)6/4/2000 8:17:00 PM
From: Eric L  Read Replies (1) of 34857
 
Tero,

<< NMT-450 replacement: Qualcomm's CDMA alternative is about to be eviscarated by Nokia/Ericsson-backed GSM-400 >>

As I commented earlier I have not been following the NMT MoU activity too closely.

Perhaps you could expand a bit on this pending evisceration?

You have peaked my interest.

First, do I have this correct. EMC for GSMA is forecasting 1.2 million GSM subscribers by 2005. That would make this something of a small evisceration, would it not?

Last I knew the NMT MoU members voted last Fall to accept two digital mobile telephony standards - CDMA and GSM. Has this changed?

I also am aware that ETSI has agreed to publish a GSM standard for the NMT 450 market, but I don't think as a regulatory matter The NMT operators are bound to it. Has this changed?

In addition to that since the European Union doesn't control Eastern Europe, where many operators are evaluating CDMA technology, the barriers that exist in the EU are diminished, or do I have that wrong?

I'm also under the impression that Westel will be trialing CDMA 450 in Hungary with Infra from Lucent and that there is conjecture that by 2001 a 1XRTT CDMA 450 system will be capable of roaming with existing GSM networks.

Perhaps I have this incorrect.

The Nokia/Ericsson duopoly probably is in a position to exert considerable pressure on the regulatory bodies and telecommunications ministries.

It will be interesting to see if the EU mandates ETSI to standardize all technologies the ITU has selected for 3G.

The world is getting smaller and more harmonized.

- Eric -
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