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Technology Stocks : Nokia (NOK)

NOK 6.795

-0.6%

11:50 AM EST

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To: Wyätt Gwyön who wrote (5448)	6/12/2000 9:48:00 AM
From: tero kuittinen	Read Replies (3) of 34857

Mucho... Unicom has been "testing" IS-95 for three and a half years now. I wish them similar success in "testing" Qualcomm's 3G CDMA technology. Starting to test a 3G standard "next year" is one of the weirdest announcements I have seen lately. Leading markets have been doing W-CDMA testing for more than a year now. I don't see why Unicom woul want to push their testing to 2001. Unless they want to avoid any real commitment. In the meanwhile, the number of firm W-CDMA commitments is what I'm counting. That would be in the neighborhood of 60 networks within 18 months. This is the 3G benchmark for competing standards. Apart from "future testing" news we also have some concrete items today. Nokia landed its biggest ever infra deal: "The deal, which will position Telsim as a leader in the provision of future mobile services in Turkey, is the largest ever for Nokia Networks and marks one of the largest ever single GSM contracts. The agreement includes upgrading the Telsim GSM 900 mobile network with switching equipment, base stations, radio transmission, and Intelligent Network solutions to enhance services for a further 1.5 million prepaid customers, in one of the largest single IN contracts supplied by Nokia." This was what Motorola announced last February: "As part of that agreement, Telsim has named Motorola its exclusive supplier of GSM 900 Mhz infrastructure equipment for the next three years. Motorola estimates that revenues from this supplier agreement could be at least $1.5 billion over the three years. Motorola also will implement a full trial overlay general packet radio service (GPRS) core mobile data network." motorola.com There's a fascinating discrepancy here. Apparently the Nokia deal involves switching equipment as well as base stations - which seems spooky considering Motorola's relationship with Telsim. Tero

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