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

To: Caxton Rhodes who wrote (2087)	9/9/1999 5:47:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Jesus... no wonder I slept badly. Maybe I knew on some subconscious level that this thread is going to hell in a handbasket in distant time zones. Let's put it in real simple terms. China is a developing country. China is a developing country with major financial problems. China is a developing country with major financial problems and about 20 billion dollars invested in GSM infrastructure, manufacturing and R&D. Do the math - 20 billion invested in a country with ten times lower GDP than USA is roughly equivalent to 200 billion dollar investment made in America. And you expect them to cheerfully wash it down the drain so they could build up CDMA and become totally dependent on American companies? In this political climate? OK - China Unicom has now placed about a dozen GSM network orders this year for just Ericsson and Nokia. This is the company that is supposed to be CDMA's salvation in China. Nokia's published GSM network orders from China have doubled from the equivalent period in 1998. Are we seeing a trend here or what? As far as global shares of TDMA, GSM and CDMA go - Maurice, you never addressed this 45% growth rate of TDMA network orders. You predicted the destruction in TDMA years ago - and now we are seeing a sharp increase in TDMA growth rate. You predicted that GSM would never break through in USA - but Voicestream beat Sprint and all other CDMA operators in subscriber growth last quarter. These are not academic issues - take a look at VSTR share price and you see my point. Most US analysts were mesmerized by the Gospel According to the Unified Church of CDMA... and wrote off VSTR last year. But now they are forced to sharply upgrade their forecasts - simply because the growth is so tremendous. Tero