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Technology Stocks : Nokia (NOK)
NOK 6.500+1.9%Dec 19 9:30 AM EST
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To: Lazlo Pierce who wrote (552)2/25/1998 5:53:00 AM
From: tero kuittinen  Read Replies (1) of 34857
 
An interesting article on 3G in:

www5.zdnet.com

This highligths the dilemma now facing many US companies: if they tie themselves into a 3G standard compatible with IS-95, they effectively take themselves out of competition in the emerging Asian-European W-CDMA field. Motorola's fiasco with CDMA phones (more than a year late) and infrastructure (cancelled major order) indicates how difficult it is even for the biggest mobile company in the world to play both narrowband CDMA and GSM fields. Mot is ending up as an also-ran in both fields.
Much depends now on how tightly will the Japanese commit to W-CDMA. If they keep their resolve on making W-CDMA the next Asian standard, they will suck in half a dozen SEA countries as well as China. Another interesting question will be Korea's reaction. Samsung has already said it will have to introduce GSM products to become a true mobile leader. If the major Korean companies decide to embrace W-CDMA, the standard will become de facto world standard.
Both Nordic companies and Japanese conglomerates are envisioning W-CDMA as a Trojan horse to enter each other's markets... which block will end up winning most remains to be seen. Perhaps both will benefit as much.

Tero

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