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Technology Stocks : Nokia (NOK)
NOK 7.030+1.7%3:59 PM EST
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To: The Verve who wrote (6837)8/3/2000 4:18:44 PM
From: tero kuittinen  Read Replies (3) of 34857
 
You are basically betting that mobile operators are being run by morons. It's in some ways attractive theory that I have sometimes seriously considered. But in this case, your view seems to be that the telecommunications professionals who evaluated W-CDMA and cdma2000 did not see what is blindingly obvious to the Silicon Investor crowd - W-CDMA will fail and cdma2000 will triumph.

So I'm a little wary about the "oh my God, they're morons!!" theory. Mostly because companies such as SK Telecom and Vodafone have actually seen the W-CDMA test networks and done a lot of research on the topic.

Let me do my Clinton impersonation for you and define the term "easiest": that means easier than any alternative. Not easy per se.

If you think that W-CDMA is a tough upgrade for GSM - how well do you think cdma2000 is designed to incorporate GPRS? Given that companies that developed cdma2000 have little or no GPRS expertise? You can't close your eyes and ignore the existence of GPRS. It will have to be incorporated into whatever 3G standard GSM operators pick. That's a fact.

W-CDMA was designed all along to incorporate GPRS. W-CDMA will run on the existing GSM-GPRS backbone in most markets - of course Korea and Japan will be different. How do you prevent the 120 GPRS orders from turning into 120 W-CDMA orders? That's pretty darn tough.

I hope that bimbette remark wasn't a symptom of some sort of anti-blonde bias. Don't go berating those girls about cdma2000 - that's not in their job description.

Tero
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