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Technology Stocks : Nokia (NOK)

NOK 5.935

+1.1%

Nov 21 9:30 AM EST

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To: DaveMG who wrote (1715)	4/6/1999 9:41:00 AM
From: tero kuittinen	Read Replies (2) of 34857

China has been pretending not to like CDMA and actually wants it quite badly? And this was your last attempt at reasonable discussion? For once I'm at a loss for words. If they have been faking their dislike of IS-95 they sure have done a hell of a job. Have you actually read any of my posts on China? Of course there will be IS-95 deals. That's the whole point of blocking China's entry to WTO - USA can force China to make certain deals. But they can't force the CDMA market share up in China and they can't stop the GSM expansion. Did you notice that even the grossly inflated CDMA subscriber forcast China Unicom itself has made means that CDMA phones won't break through 10% market share barrier by 2005? That's all the reason China needs to be against IS-95 - it's way too late to start the nationwide introduction from an econommic point of view. GSM will top 40 million subs by this year's end - that's the kind of market presence that is impossible for competition to overcome without some substantial advantage. And all the advantages are now with GSM - established distribution network, consumer awareness, production in China, handsets that enable writing Chinese pictograms for short messages, handsets with superior performance and strong brands. "These deals are all small." Have you added up the cumulative GSM network deals for the past year? The sums are staggering. The point of the new deals is that the pace of GSM investment keeps increasing. And no, it's not "all speculation". I'm basing my opinions on actual deals made by Chinese companies - not on vague news articles about what might or might not happen. If you don't see the significance of China Unicom's new GSM deals, that's just fine - there's no law against denial. Tero

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