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Technology Stocks : Nokia (NOK)
NOK 6.550-0.9%Jan 16 9:30 AM EST
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To: Eric L who wrote (17422)12/18/2001 2:10:21 PM
From: Caxton Rhodes  Read Replies (1) of 34857
 
As for Cingular, the stark reality is that they have made their decision, and as a result there is one less major prospect for CDMA and one more major carrier in the America's GSM camp.

The stark reality is that major growth is not in penetrated markets, as can be seen in Europe, Korea, and the US. The major growth is in low teledensity markets.

The failure or success of carriers using the various technologies is the key to watch, and the place to watch it is in the U.S. where there is major competition in technologies. If CDMA carriers can out perform their GSM counterparts, that bodes well for potential CDMA carriers in the less penetrated markets.

The interest in DO vs. DV depends on the demand for data and the hesitation for DO is more of a hesitation for spending money on High speed data without proven demand. The more popular DO is, the more pressure will exist to launch WCDMA, DV or whatever.

Caxton

P.S. You're ugly and your mother dresses you funny.
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