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Technology Stocks : Nokia (NOK)

NOK 6.035

-9.1%

Nov 19 3:59 PM EST

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To: Paul Viapiano who wrote (1500)	2/18/1999 11:01:00 AM
From: tero kuittinen	Read Replies (2) of 34857

I think the ongoing stream of W-CDMA news is very interesting. Qualcomm finished the GSM-CDMA overlay experiment in England over a year ago - and I haven't heard of any follow-ups after that. But W-CDMA is gaining new trial network deals every month. Lucent, Nortel and Motorola are actually spending money and engineering talent on W-CDMA. Ericsson and Nokia are working exclusively on W-CDMA. The Koreans are saying they are interested in W-CDMA - even if it's not compatible with the IS-95 networks in Korea. You can't get much more bullish than that. Major Japanese companies are investing in W-CDMA. NTT-Docomo's annual W-CDMA investment is topping 7 billion dollars. The fact that European mobile telecom giants are focusing on W-CDMA is not news - but the way US companies are showing increasing commitment is. So is the surprisingly positive comments made by the Korean telecom companies. Real money is being spent, real investments are being made. That's not just usual PR BS. That looks like momentum. My question is: where is cdma2000? W-CDMA networks are springing up in Japan, China, Italy, Germany, England, Finland and Sweden. Nokia has performed the first W-CDMA phone connected to public telecom networks - as opposed to trial calls only made within a trial network. What is the position of cdma2000 as a third generation standards when the three biggest North American mobile telecom companies are more and more tied to W-CDMA? It looks like the balance of power is shifting decisively in favor of W-CDMA. The patent issues are still unresolved, but the pressure to come up with a solution is mounting daily. Who has the upper hand in the sense that it has been able to involve more companies and bigger investments in the solution it favors? Everyone can just look at the news releases of last six months and draw the conclusions. Tero

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