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Technology Stocks : Nokia (NOK)
NOK 7.030+1.7%Nov 12 3:59 PM EST

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To: carranza2 who wrote (12790)6/19/2001 12:47:27 PM
From: Eric L  Read Replies (1) of 34857
 
carranza,

re: HSCSD

If you don't mind my saying so, you seem to be taking shots at a technology that you have only passing familiarity with ... a situation I find myself in as well, TBH.

BTW: I pooh poohed HSCSD also, and questioned Nokia's investment of resources in it ... until I peeled it back a bit recently. Can't say I've drilled down that deep but I think I am beginning to see the rationale.

<< why Nextel boasts higher APRUs. Corporate customers, naturally. >>

Right. same with AWS, Sprint catching up as they attempt to chase them, but limited by coverage in their case, and international roaming capabilities that it appears they are attempting to fix ... slowly..

<< To pimp HSCSD as a "cure" for GPRS is ludicrous >>

Candidly, to make a statement that HSCSD is being pimped as a "cure" for GPRS is MOST ludicrous, MOST uninformed, and it is just as ludicrous for you to talk about data rates that "max" at 14.4 kbps v. GSM's 9,6, although 14.4 becomes a practical data rate when that is the connection available, particularly when combined with data optimization software such as BlueKite that Sprint PCS is using for its corporate customers (or even the compression software I use with Verizon's Mobile Office when I'm modeming my laptop in an airport), or spooling software.

HSCSD seems to be being offered as a valuable service to corporate customers, and one that is complementary to GPRS, and achieves a different end result.

And, Oh Gee, Oh Gosh, that is the way carriers are presenting it. Obviously you have not visited many carrier sites to see how it is being presented, or what it costs, along side the "always on" capabilities of GPRS. I suspect the same carriers corporate sales reps have a pretty refined and realistic pitch about it.

<< What about the lack of error correction? >>

What about it?

<< How will the high-paying corporate customer feel when an error flips him back to GSM in the middle of an important business matter? >>

If in fact that is occurring (is it?), probably the same way they react when connected to a Domino server when replicating Notes on dial-up or broadband. Ho Hum. And that is the beauty of Notes. Pick up where you left off.

<< As far as I know, error correction has not yet been incorporated into HSCSD. >>

Well, has it or hasn't it?

Perhaps. Can you verify that? I can't (or haven't taken the time to).

There sure have been times in my wireline life when I could have lived without error correction for a long download, and in fact have, to complete it, on a rainy day when the !@#$%^& squirrels chewed the fabric off the copper.

<< What about prime time congestion? The number of HSCSD users will clearly congest a network. >>

What about it? Is this, will this cause a problem?

Once again, you don't appear to have done a lot of "rigorous" homework on HSCSD, or how it is being implemented.

<< the lack of error correction and cost >>

Cost to whom? More "rigorous" homework needed. Have you looked at pricing plans?

<< I don't buy the business case. >>

Well, you don't have to worry about it because it isn't available here.

Just one more capability in that GSM/HSCSD/EDGE/WCDMA migration.

When you think of that progression, think Nokia UltraSite, and when you do, make sure you compare UltraSite to those slides Qualcomm has been showing (investors, not carriers I'm sure) about the difficult migration path to 3G that the 500+ GSM carriers operating in 170 countries face.

Not sure whether your talking for the individual, corporation, or carrier. But in building the case for the carrier, the upgrade costs peanuts, and potentially drives up APRU in a number of ways, particularly when you combine with GPRS, two way SMS and EMS (or Nokia Smart Messaging). A "no brainer" for the carriers so they say.

Seems like an easy business case for the corporation, although HSCSD is only beginning to be deployed and devices become available so user base is rather small at the moment, so guess we'll have to wait and see how well it works for Orange, D2, M1 (TrickyLakers favorite) and the other 30 carriers and the 30 or so behind them.

I'll tell you this, If VoiceStream had better coverage in the States, and the carriers had opted not to bypass HSCSD, my company could build a business case to equip our field, and our headquarters engineers and travellers in a minute. They are struggling a bit for options in that regard right at the moment.

As for your (personal or professional business case development, I assume you don't travel much, or if you do, have no need to access a corporate intranet or roam internationally (which unfortunately in the case of Communicators, requires two devices right now - if your an American, but at least requires only one subscription and one SIM), or you might see the business case in a different light.

Speaking of roaming, I noticed that noone on our Moderated Hear No Evil, See No Evil, Speak No Evil, Post Only Positive Thoughts and Pray Thread, has commented on Hutchinson Australia's not unexpected announcement today, which leaves only cdnaOne2000/GSMGPRS Telstra to possibly (but not necessarily) keep lonely Qualcomm company in Australia 3G wise.

That Minister Q. Yang influenced ETRI report that forecast 60% cdma2000 for 3G looks rather hokey at the moment. Scorecard not good, carranza. Scorecard dismal. Comeback in the offing? Good we get paid on WCDMA, but first we have to get through the GPRS phase, and for some perhaps the EDGE phase.

Meantime 9210 Communicator shipping. Suspect my golf mate will have his shortly, so I'll catch a preview. If it was 1900 MHz in addition to 900/1800 I'd buy one in a minute. His US based firm has 300+ on order for their Scottish sub, and travellers based here in the States. They are replacing (and supplementing) about 150 9110's and I do not know if they considered HSCSD in their business case - but I mean to find out.

Also interesting that the Nokia 9210 has a capability to use RSA SecurID.

Another area that I am not too clear on, is how HSCSD devices handle security and authentication to a corporate server, which is an area where GPRS is having an issue at the moment, and I assume 1x may be too.

Best,

- Eric -
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