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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 9:30 AM EST

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To: slacker711 who wrote (18886)	3/13/2002 6:26:34 PM
From: Eric L	Read Replies (1) of 34857

Slacker, << Do you believe that EDGE and W-CDMA will enable the lowest cost per megabit of any wireless technology? >> No. I believe that W-CDMA with the HSDPA extension will deliver about the same effective throughput per user as 1xEV-DV and that EDGE and 1xRTT will deliver about the same effective throughput. I personally don't think 1xEV-DO is going much of anywhere. Great technology. Limited market. No economies of scale. I also continue to believe that the whitepaper called "Economics of Wireless Data" is a hokey piece of trash. Bill Clift's and Chris Pearson's comment's on the "3GAmericas" CC today were interesting relative to near term GSM capacity increases and Clift's comment on Superpatriot Andy Seybold 2/25/2002 editorial was most appropriate. Glad I listened in. Advantages in the early going on "cost per megabit" to cdma2000, but long term to EDGE/WCDMA. Niche technology v. mainstream technology and the economies of scale that accrue to same. But this mobile wireless telephony game is NOT about "cost per megabit". - Eric -

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