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Technology Stocks : Nokia (NOK)
NOK 6.275-1.3%Dec 12 3:59 PM EST

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To: Eric L who wrote (11730)5/19/2001 4:57:18 PM
From: carranza2  Read Replies (2) of 34857
 
Then there is GPRS ... GPRS is late. This is unfortunate. From a services and applications development, point of view, GPRS is the training ground for WCDMA. Its tardy and underpowered arrival potentially postpones consumer adoption of WCDMA for lack of services and applications. This in turn retards revenue to Nokia and others ... and to Qualcomm

Agreed. But the bright side of the coin is that it gives 1xRTT that much more of a chance in GSM-land. If there are any defections, a small current could turn into a flood.

I've bookmarked the following PR from Nokia stating that it will ship GPRS phones in Q4 '01. And to keep Puck on his toes. He seems to have a problem keeping dates straight. vbg.

mobileapplicationsinitiative.com

I am a bit surprised that there has been less acknowledgement and discussion of this issue on the Moderated Qualcomm board than I would have thought would occur.

Everyone knows everything over there. No need to discuss the obvious in that hyper-intelligent place. vbg

The MSM3100 based MSM5105 is not quite the chip I anticipated for full initial commercialization of 1xRTT, and I was a little perplexed when it got swapped into the roadmap last September.

Perhaps, but it will do, and do nicely when compared to anything the GSM world has to offer. It's probable that the 5000 series chips will be far superior to any GPRS product Nokia puts on the market this year, if it does so this year, which is very much in the air.

As I see it, the MSM 5105 was not so much "based" on the 3000 series as it was necessarily designed to be usable on CDMA One networks. As a result, it naturally had to adopt many of the 3000's features. You have to admit that the 5105 has a lot more bells and whistles, and therefore lots more potential applications, than anything in the GPRS arsenal, though we'll have to see what exactly Nokia delivers. Its GPRS announcements have been sparse in detail, and what is said is utterly unimpressive, even when compared to series 5000 chips. It is in deep trouble if the comparison is made between the 6000 series chips and its public statements concerning GPRS. Perhaps it will team up with Motorola. -g- Anyone have an EDGE out there? ebg.

The 5000 series chips are clearly intended to obtain first-to-market advantage for Q. The 6000 series will be the real deal, particularly the 6100 which will have all the bells and whistles and 307 kbps speed. If GPRS is still in utero or in trouble when the 6000 series is shipped to manufacturers (samples expected to ship 2H '02), then we will all be in high cotton, though I think that GPRS should be straightened out by then. Unfortunately, it won't be competitive, technologically speaking at least, with the 6000 series chips.
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