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Technology Stocks : Nokia (NOK)

NOK 6.610

+0.3%

Dec 26 3:59 PM EST

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To: JohnG who wrote (5398)	6/10/2000 10:28:00 AM
From: Raymond	Read Replies (1) of 34857

John! Who are Grahame Lynch & Tony Chan. I think they are either lazy and not trying to find out the facts or having some hidden agenda. There are some thing in the article that are completly false For example. "NTT DoCoMo still predicts that it will rollout a W-CDMA system next year, albeit using a local Japanese FDD interface rather than the TDD interface specified internationally". The WCDMA standard has two modes .The FDD mode which was proposed by Ericsson,Nokia and Docomo ... and the TDD mode which was proposed by Siemens,Nortel and... for the vote in ETSI.ETSI decided to use both modes but the WCDMA should be used in the paired bands. FDD is also what will be rolled out in Japan and for example at Vodaphone and BT.FDD will be used as a base for all initial WCDMA networks.TDD will probably come later.So NTT Docomo and Europe is using exactly the same standard. Another thing "Ericsson can demonstrate a system that weighs 240 lb and is so big that it is housed in a minivan" What does that say .Nothing It only means that size hasn't been any issue for Ericsson in the experimental system. Why don't they mention the Panasonic WCDMA test mobile with built in videoscreen at a little bit more than 100 gram or the NEC mobile which weights under 100 gram.This is for the experimental models.If they can make asics and mobiles at this size for the experimental system it will of course be possible to do them for the real system when they put much bigger resources in to the design.The asics is the core of the mobile.I don't think that any of the big mobile vendors will use any external suppliers for the asics.Then they are to dependent of another company.My guess is that even if QCOM will make a WCDMA asic none of the big mobile vendors will buy them But the last is just my opinion /R ETSI

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