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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 (1843)4/30/1999 9:50:00 AM
From: tero kuittinen  Read Replies (3) of 34857
 
I don't think that equating narrow-band CDMA and wide-band CDMA makes much sense. The Japanese, Korean and Chinese have so far turned to Ericsson and Nokia for W-CDMA expertise, as well as making some deals with Lucent and Nortel. Nothing seems to indicate that IS-95 expertise counts as much as the fact that Ericsson and Nokia created the W-CDMA specifications. NTT seems to favor Nokia and Ericsson. If Qualcomm is so important for W-CDMA how come everyone is spurning them? How come SK Telecom and Vodaphone keep announcing deals with the creators of W-CDMA?

Qualcomm spent 1998 trying to force W-CDMA to abandon the chosen chiprate. Nokia and Ericsson spent the year working on W-CDMA development with the chosen specs. Time will tell which approach was more productive.

I've been hearing this "handset market will fragment between a dozen competitors" argument for about a decade now. It has always somehow failed to happen. That doesn't prevent Wall Street from making the same forecast over and over again.

Mobile data *is* in its infancy in USA - but not so in the leading GSM markets. The 2-3 year lead in data expertise GSM has over CDMA doesn't seem to be closing. Nokia's first GSM internet phone debuted three years ago - Sprint still doesn't even offer data on its network. The 7110, Nokia's third generation internet model weighs under 150 grams, features a week-long stand-by time and has already cooperation agreements with CNN News and Yahoo search engine. It incorporates WAP technology. It will retail way below where the first-generation CDMA smartphones are introduced at. We'll see where the data competition is at during the second half of this year.

Tero

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