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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: tero kuittinen who wrote (8652)	1/4/2001 12:16:45 PM
From: slacker711	Read Replies (1) of 34857

If you do the math about the IS-95 and GSM infra sales numbers, it's pretty clear that both very much needed an injection of new overlay customers. One of the camps got what it needed. I note the careful use of the word IS-95 instead of the more generic "CDMA". I think most Qualcomm investors would argue that W-CDMA is a CDMA overlay of GSM. OTOH....you are right. IS-95 has gotten it's head handed to them. If T had chosen 1x as it's upgrade path, Nextel and Cingular would have almost inevitably have followed. That combination would have meant I could have stopped worrying about weather W-CDMA would roll out on time. Earnings would have been assured for the next two years.... On another topic....curious on your thoughts on weather removable flash will eventually become a significant accessory for cell-phones. I'm not sure what Nokia's plans are but the SL45 seems to be the first move towards the next generation of multi-tasking cell-phones. The key is that incorporating an MP3 player didnt change the overall size of the phone. I want to get a handle on the potential for companies like Sandisk. Slacker

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