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Technology Stocks : Nokia (NOK)
NOK 6.375-2.1%2:48 PM EST

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To: Nils Mork-Ulnes who started this subject3/20/2001 2:52:45 PM
From: carranza2  Read Replies (2) of 34857
 
The Q's lineup for WCDMA, GSM, and GPRS chipsets are for the most part all due out for sampling in 2003, exact time frame vague. However, the Q's CDMA2000 stuff, with all the bells and whistles, will be out substantially earlier.

I think Q may be deliberately giving the Cabal a dose of its own medicine. If no other manufacturers are able to come up with workable WCDMA chips within the appropriate time frame, well, let's say that the Q is in no rush to help.

Perhaps Q's Chinese effort is the key to bringing down the European castle's walls. The Q may be doing WCDMA, GPRS, and GSM overlays as a concession to keep the Chinese happy. If the Q designs an overlay for the Chinese, and no WCDMA chips are in market from other manufacturers, as Dr. J. predicts, the Cabal's gig might well be up.

The game might be more subtle than the Euros can comprehend. The financial imperatives imposed upon financially strapped European carriers and manufacturers by a workable overlay could, within the term of a year, result in defections and the breaching of the hitherto unbreachable European fortress.

A shame, really, because it shouldn't have to turn out that way in a more economically rational framework.
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