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Technology Stocks : Nokia (NOK)

NOK 6.435

+0.5%

Jan 21 3:59 PM EST

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To: Kent Rattey who wrote (6063)	7/4/2000 3:29:11 PM
From: michael_pdx	Read Replies (1) of 34857

"I never said it was limited to Europe. My point was that the only migration path right now for GSM is GPRS or EDGE, either that, or they rip out the network. GPRS/EDGE contracts are a given, until a superior, proven, workable alternative is available." I will take your word for this since my technical knowledge is limited, and your statement seems consistent with what I have read elsewhere. So what is your point? If the wireless telephone companies of the world spend billions in 2000 and 2001 to upgrade their GSM networks, it seems unlikely that they will tear them out in 2002 or 2003, whether or not a superior technology is available. My point was that these upgrades have positive implications for the sale of Nokia equipment and GSM handsets for the next several years at least. Excuse my reference to Europe. I thought that you were implying that the only reason that the telco was upgrading to GSM/GPRS was the European regulatory environment. If I understand your last post correctly you are saying that GPRS is the only technically feasible upgrade currently available to them.

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