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

To: NAGINDAS J.O.PATTNI who wrote (2067)	9/8/1999 8:54:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

Sorry about that, Nagindas. I'm trying to figure out this IDC deal. I get e-mail every day on the topic - but none of the telecom people I know have any views on the company. It's true that Nokia arrived into some sort of agreement with them - but I can't find any detailed info on what's the significance. Siemens apparently called off a collaboration with IDC earlier - some say it was because they simply don't need IDC, some say S. was offended by Nokia getting preferential treatment. I'd like to hear more if anyone has insights - but I don't think the current tactics some IDC investors are employing are necessary a good tactical move. I mean this carpet-bombing approach to saturated IDC coverage in related message boards without discussing the specifics of what this company's advantages are. Of course, if they play a key role in 3G development, it's a very interesting company to follow. I'm still not sure about what approach to Wireless Local Loop will succeed - there have been a lot of disappointments here. Moreover, Nokia's decision to keep extremely low profile on B-CDMA does not indicate they are positioning this as a key technology - the company has been a lot more vocal on W-CDMA, GPRS, HSCSD, even DSL. Are they intending to make a big push for B-CDMA in some form or is the IDC connection just a way to hedge their bets? Nokia used to be big on HSCSD - now it seems they are switching to backing GPRS in a big way. It's going to be interesting to see where this 3G stuff heads. Tero