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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: S100 who wrote (13200)	6/30/2001 9:22:50 AM
From: Eric L	Read Replies (3) of 34857

re: Clayton Christensen & "The Viability Of 3G" >> "The Viability Of 3G" A Conference Call Featuring Clay Christensen: wrhambrecht.com Conference Call Highlights in PDF format: wrhambrecht.com >> On June 26, 2001, WR Hambrecht + Co hosted "The Viability of 3G" conference call featuring Clay Christensen. Mr. Christensen is a professor at The Harvard Business School, recognized for his insightful views on technological innovation. Mr. Christensen has authored "The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail", and he is a member of NTT DoCoMo’s global advisory board. On the conference call, Mr. Christensen provided his thoughts on the evolution of the wireless Internet and 3G, drawing parallels from historical examples of new technologies. << •3G appears to be a classic example of an established industry attempting to cram a new technology into an existing business model. • 3G may not be necessary until the wireless Internet market gradually develops the need for higher bandwidth intensive applications. Said differently, it might be a while until the wireless Internet market requires the 384 kbps to 2.4 mbps offered by true 3G networks. Consequently, 2.5G networks such as GPRS and CDMA 1XRT may ultimately have much longer staying power than initially anticipated, because they may turn out to be adequate to support the bandwidth requirements of wireless Internet applications for the foreseeable future. - Eric -

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