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


To: Mika Kukkanen who wrote (2669)11/8/1999 1:19:00 PM
From: Bux  Read Replies (1) | Respond to of 34857
 
Motorola has the highest number of GSM IPRs but we never confronted the crap we had last year. Qcom does not have the majority of IPRs within WCDMA, now if everyone took the attitude of charging what they like then WCDMA just wouldn't happen.

That's my point. Maybe WCDMA was never meant to be. I have seen no evidence that it does anything CDMA2000 doesn't do. Think about it for a moment.

Standards bodies also consists of the suppliers, so I think that you are wrong. However, any company could go it alone like in the software world...just ask Microsoft.

Exactly! My largest investment returns have been from MSFT but I expect that to change in the next year or two. I think you are starting to see the big picture.

The US has not such a great influence anyway...we are talking standards and not free trade due to it being a US product. It's a bit like selling a Trabant in Los Angeles...just can't be done..but hey the Californian laws on low/zero car emission are stifling free trade.

WCDMA, CDMA200, doesn't matter. Same technology, different details. For that matter, Europe can choose any technology as the standard as long as it doesn't prevent other technologies from competing. That is protectionistic and would result in a trade war. Trabants can be sold in L.A. if they meet the emissions standards. Europe can exclude wireless technologies that interfere with other spectrum bands, cause health problems etc. but not to protect local industries. That would result in a trade war.

Qcom are fast becoming a bit player in the telecom market. Good. They will receive royalty streams from it, but they will no longer dictate it or hold it to ransom as they have done.

They still own their IPR and are constantly developing new leading edge IPR. Until they give up these IPR rights, they will be able to license it as they see fit. I disagree that they have or will "hold it to ransom." It's nonsensical to hold something that is yours to ransom. If you are trying to say Q is blackmailing other companies with their IPR, that's like saying Raichle holds their ski boots ransom until the supplier pays for them. One is free to choose another brand. BTW, it only costs three or four bucks to make an injection molded ski boot and yet they retail for hundreds of dollars a pair. Of course there is a lot of research, development, marketing, etc. before they can mold the first pair.

Anyway, have you heard of EDGE2 yet?

No, I haven't. So first generation Edge isn't even working yet and now they are planning Edge2? Last I heard Edge was a hot technology. So hot it would actually melt the chips if allowed to run at full speed. Do you think it's superior to HDR which is being demonstrated today?

Bux




To: Mika Kukkanen who wrote (2669)11/8/1999 8:05:00 PM
From: DaveMG  Respond to of 34857
 
Qcom are fast becoming a bit player in the telecom market.

This is kind of amusing Mika..

I never knew that they were anything more than a bit player, important bit(s) though they be..

I hadn't read the whole conversation including the Mr Fun post when I answered that I thought Ericsson and QCOM will remain partners because it's probably in both their interests to do so. And I'll add that unlike some of you I don't really claim to understand how things will turn out, who will win and who will lose. Just remember though, the types of post mortems that I'm reading here are not new. Why will it be different this time?

Best ..Dave

PS..How was Geneva? I was born there and still love it, despite the Swiss...



To: Mika Kukkanen who wrote (2669)11/8/1999 8:42:00 PM
From: Jim Lurgio  Respond to of 34857
 
Nokia news blips for today.

Nokia receives HTC upgrade contract

NOV 8, 1999, M2 Communications - The Finnish telecom equipment
provider Nokia has received a contract to upgrade the switching network
of Helsinki Telephone Corporation. Nokia is to deliver four
high-capacity DX 200 switching systems. No financial details have been
provided.

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NORDIC BUSINESS REPORT (C) 1999 M2 COMMUNICATIONS LTD

Nokia to acquire Telekol Corp

NOV 8, 1999, M2 Communications - The Finnish telecom equipment
manufacturer Nokia has agreed to acquire the US company Telekol
Corporation. Telekol is a specialist in intelligent corporate
communications solutions and the USD56.5m acquisition will strengthen
Nokia's complete IP Telephony and Wireless LAN offering and enhance the
company's knowhow within corporate communications applications.
Telekol, based in Waltham, Massachusetts employs approximately 60
people.

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NORDIC BUSINESS REPORT (C) 1999 M2 COMMUNICATIONS LTD

Nokia receives Swedish GPRS contract

NOV 8, 1999, M2 Communications - The Finnish telecom equipment
provider Nokia has received an order for a General Packet Radio Service
network from the Swedish GSM operator Europolitan, according to
Reuters. The financial details of the deal have not been released.

-0-

NORDIC BUSINESS REPORT (C) 1999 M2 COMMUNICATIONS LTD

IBM and Nokia form speech recognition partnership

NOV 8, 1999, M2 Communications - IBM and the Finnish mobile telecom
equipment maker Nokia have extended their global partnership to include
speech technology development. The companies are to collaborate in a
wide range of projects with the aim of enhancing open standards in
speech recognition. The collaboration includes long-term research and
development, with a focus on VoiceXML, multi-modal Internet browsing
and other speech-enabled applications. In connection with the speech
technology partnership Nokia has also licensed IBM's ViaVoice Directory
Dialer, a system enabling automated directory assistance and call
routing.

NOKIA: Telefonica Moviles signs agreement with Nokia for GPRS network
in Spain

NOV 8, 1999, M2 Communications - Telefonica Moviles, the leading GSM
operator in Spain has signed an agreement with Nokia for the deployment
of a GPRS (General Packet Radio Service) core network. The contract is
the first step in providing secure mobile access to the Internet,
intranet and other IP-based services in Spain.

The Telefonica Moviles network is expected to be operational in the
second half of year 2000. The contract includes IP (Internet Protocol)
backbone network infrastructure, the Nokia Serving GPRS Support Node
(SGSN), the Nokia Gateway GPRS Support Node (GGSN) and the Nokia
Charging Gateway.

Telefonica currently has approximately 8 million cellular subscribers
in Spain.

"With this co-operation with Nokia, GPRS connectivity will provide
access to the Internet and other packet based networks," says Francisco
Ruiz Vinuesa, CTO of Telefonica Moviles.

"GPRS will deliver the Internet to the mass mobile market," says
Petri Poyhonen, Vice President, GPRS Business, Nokia Networks. "Nokia
has been supplying GSM infrastructure to Telefonica since 1996 and
there is huge potential in Spain for the development of mobile
value-added data services to continue."

Nokia's GPRS solution offers the benefit of instant IP connectivity
and more than a ten-fold increase in existing data speeds. GPRS will
offer true global mass market wireless access to the Internet and other
packet-based networks, as well as providing an essential stepping stone
to third generation (3G) networks. Spain will be one of the first
countries to grant 3rd generation licenses in the beginning of year
2000.

Telefonica Moviles with close to 8 million subscribers is Spain's
leading mobile phone operator and the sixth in Europe. More than 7
million currently use the dual band GSM network Telefonica Movistar,
while 700,000 use Telefonica Moviline an NMT network. Telefonica
Moviles has its own wireless portal "Oleada" www.oleada.com and has
also recently introduced a wide range of WAP based services to the
Spanish market.

Nokia is the world's leading mobile phone supplier and a leading
supplier of mobile, fixed and IP networks including related customer
services. Nokia also supplies solutions and products for fixed and
wireless datacom, as well as multimedia terminals and computer
displays. In 1998, net sales totaled EUR 13.3 billion (USD 15.7
billion). Headquartered in Finland, Nokia is listed on the New York
(NOK), Helsinki, Stockholm, London, Frankfurt and Paris stock
exchanges, has sales in over 130 countries and employs more than 53,000
people worldwide.

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