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Technology Stocks : Nokia (NOK)
NOK 6.970+2.0%Nov 10 3:59 PM EST

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To: tero kuittinen who wrote (6771)8/1/2000 6:23:03 PM
From: arun gera  Read Replies (1) of 34857
 
Tero:

It looks like there is a transition going on with DDI/IDO. During that transition, they are converting their PDC customers to CDMA. That might be their managable goal for this year.

By next year they will be essentially a nationwide CDMA network with 1xrt enabled 144 kbps coverage. Then they will have to steal customers from other carriers. It is to be seen whether DDI/DDO can effectively do that. In the meantime, it is too early to conclude that higher speed is not a selling factor.

Arun

>>But it also raises the question of how wise it is to run two digital networks simultaneously. If you only offer web access through one network, you can always claim that this segment has a great subscriber uptake. But that also leaves you saddled with a PDC network that is rapidly losing high-end subs to PDC operators that do offer mobile internet. The combined performance of both networks has to be the real benchmark here.>>
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