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Technology Stocks : Nokia (NOK)
NOK 6.770+4.2%Jan 23 9:30 AM EST

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To: Eric L who wrote (12565)6/13/2001 8:01:12 PM
From: A.L. Reagan  Read Replies (1) of 34857
 
Eric, thanks for posting about NOK's and the GSM'ers software efforts.

Seems like some similar concepts but different implementation from BREW.

Our threadmates who obsess over the commoditization of the handset biz with the conclusion that low-cost Far East widget assemblers will inevitably carry the day are not, IMO, astute students of trends in technology over the past 30 years. It's the software, not efficient widget stampers and assemblers, that gives competitive advantage.

Whether what NOK and its Guildmates invent w/r/t making mobile devices really useful is at least as pertinent as all the bandwidth devoted on these threads to air interfaces, handoffs, etc. (which, in their own way, really are software, not hardware).

Also appreciate you keeping an eye on the GSM'ing of the TDMA'ers in LA - this bears some watching.

Agree with you on general thoughts on the early 1XRTT implementations in Korea - disappointed in a sense that it is not running circles around GPRS in practical implementation (despite the CDG love-fest of issuing awards to every single CDG member). <g>

Lastly, general comment on OFDM is that all the same standards wars ingredients are brewing in that world as we've seen here, and in terms of the practical implementation of mobility and interoperability, these guys appear (from what little I follow of the OFDM threads) to be a lot further away timewise than the press article posted implies (which struck me about the same as press reports about 3G circa 1993.) Fixed wireless, that's another story, we can have 802.11(b) and 3G co-existing just fine.

P.S. Hope your Sixers make the series interesting tonight.
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