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Technology Stocks : Nokia (NOK)

NOK 6.970

+2.0%

3:59 PM EST

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To: tero kuittinen who wrote (5280)	6/5/2000 10:23:00 PM
From: Randall Knight	Read Replies (1) of 34857

What's with this assumption that an IS-95 upgrade will prevent SK from implementing W-CDMA? What a clever piece of writing that is. Of course CDMA2000 is an IS-95 upgrade. The point is that DS-CDMA ("W-CDMA") IS NOT!. That is why SK won't use it. That and the fact that DS-CDMA won't be commercially available for several years. SK is upgrading their wireless network at a minimal cost in a minimum time frame with maximum results. After the upgrade, SK will be delivering data at 144k and will double their voice capacity. Unless of course they throw in HDR. In which case they will still double their voice capacity but will also provide data at 2.4MB/sec. From all accounts, HDR will be commercial by the beginning of next year. What is lost in the FUD is that as more CDMA (the fastest growing wireless standard) networks move to 1x, wireless operators around the world are going to look dang silly bragging about their future 19k data offerings. The Koreans aren't about to give up their leadership in CDMA. It is one of their largest industries. This whole DS-CDMA (btw, please start calling it that. W-CDMA is the broad designation for all 3G CDMA standards.) argument is starting to sound pretty darn weak. Oh yes. And there is only one ASIC developer with chips that will take advantage of those 1x networks. As I recall, no Nokia handsets use those ASICs. Let's see, SK Telecom, DDI/IDO, Verizon, Sprint. To whom else will Nokia not be selling handsets?

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