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Technology Stocks : Nokia (NOK)

NOK 6.910

-0.9%

Nov 11 3:59 PM EST

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To: Raymond who wrote (6884)	8/5/2000 11:32:11 AM
From: Allen	Read Replies (1) of 34857

Can you all QCOM:ers try to get this in your heads now. It's frightening to see the number of people who seem to make investment decisions based on technology and without understanding that technology. So the SGSN,GGSN:s,MSC,HLR and the rest of the node will not be replaced when starting the WCDMA system. To be more specific, of the dozen or so nodes in a wireless network, only the SGSN and GGSN are specific to data and only the MSC is specific to circuit voice. Or maybe the PDSN, the CDMA equivalent of the SGSN/GGSN, will make IS-95 networks obsolete. I haven't seen the W-CDMA standards but it's my understanding that they are taking into account VoIP and the QoS issues. I have seen the CDMA-2000 standards and they all seem to assume that voice will always be circuit switched and/or separate from data. Considering the rest of the network (backbone and land-line) is, for better or worse, moving to VoIP, is a little disconcerting to see little more than cursory consideration of this in the CDMA-2000 standards.

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