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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: tero kuittinen who wrote (1991)8/2/1999 1:48:00 PM
From: DaveMG  Read Replies (2) | Respond to of 34857
 
Hi Tero,

Have you ever seen any figures which identify the percentage of European, American, Asian subscribers who are expected to be global roamers?

I'm curious because I'm not certain I understand why it makes sense for Hutchinson/vstr/ompt to invest the money in a full scale national US GSM network when their 3g evolution will be limited to EDGE in an environment where they'll obviously be surrounded by CDMA2000. The only answers I can think of are that there are enough global roamers to make it worth it,that they think very high 3G data rates is pie in the sky nobody needs this stuff technology,that TDMA and GSM will "merge" into one technology, and that GSM is still way ahead of CDMA in terms of phone/data functionality. There's also of course WCOM takeover speculation.

dave



To: tero kuittinen who wrote (1991)8/3/1999 9:00:00 AM
From: Jim Lurgio  Read Replies (1) | Respond to of 34857
 
nikkeibp.asiabiztech.com



To: tero kuittinen who wrote (1991)8/5/1999 6:25:00 AM
From: Maurice Winn  Read Replies (1) | Respond to of 34857
 
Tero, couldn't we just pretend that Clinton's mob didn't bomb the Chinese embassy then tell them to get over it offering some derisory compensation, that Charlene and Clinton agreed to WTO membership by China, that Clinton allowed free trade between countries, that Clinton is in favour of human rights for Chinese [he keeps lecturing them about Tiananmen Square but what about little details like the right not to be bombed when not at war], that Taiwan, the USA and China won't get into conflict over who should be the boss and collects the taxes from Taiwan. That Zhu, Jiang and co will stop going all out on GSM and will start ordering cdmaOne gear from Ericy and the old Lusk Boulevard plant.

It's sad how ugly reality has a way of messing up grand plans. The more naive among my Q! fan club colleagues think that because cdmaOne is better, China will have to buy it. Oh dear! That just isn't the way people work.

Not to worry, Bill and Jiang are coming to Auckland in a month or so and they can have a nice chat here together, a nice cup of tea and sail on the harbour in some America's Cup yachts. They'll feel so agreeable and happy after that, that they'll wonder what all the aggro was about.

China will enter the WTO. Bill will write out a big cheque to compensate for the mistaken bombing of the embassy. Taiwan and China will come to some temporary but long-running modus operandi to keep the peace. Then the cdmaOne network operators in China will order up large quantities of basestations.

We won't worry about tariffs on lamb sales in the interests of having a nice happy time. If Bill insists on dribbling out of both sides of his mouth - one about how he is all for Free Trade and the other on how American farmers need tariff protection against those dynamic NZ farmers, we'll just let him get on with it. He's all for family [out one side of his mouth] and he's so keen on families [out the other] that he needs a whole harem. He clutches a bible in one hand while fondling Monica with the other.

All will be well with the world.

Meanwhile, GSM and Nokia clean up in China. This isn't how it was supposed to go.

Maurice