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

To: slacker711 who wrote (2798)	11/20/1999 9:47:00 AM
From: Eric L	Respond to of 34857

Slacker, Good post to Mephisto, but I have a slightly different take on your comment "they should have been concentrating on the next generation, which was digital(GSM/TDMA/CDMA)" and I am forced to agree with Tero's response to your post on this one. I believe Nokia was highly focused on next generation in the mid nineties BUT in the early stages not on next generation GSM/TDMA/CDMA interoperability. I am under the impression that at about the same time that cdma launched commercial in the US (11/96) Nokia (and ERICY) became highly focused on the next generation and commenced work with 3GIG and ETSI (and also NTT DoCoMo) to incorporate a cdma air interface (UTRA) into GSM (UTRA FDD aka WCDMA). In the same time frame Qualcomm and CDG were justifiably considerably more focused on getting cdmaOne off the ground than thinking about next gen. However (to alls credit) in late 97 Nokia collaborated with Qualcomm and Vodaphone in the UK Newbury CDMA-GSM trial which had important implications for 3G. I do agree that Motorola was best positioned to develop a dual mode or tri-mode phone but the reality was that going back a few years the cdma carriers (unlike their GSM bretheren in the US) weren't interested in roaming with each other (the RBOC's being an exception to this), much less with carriers using competetive technology, so Motorola would have had a product with no market. I remain hopeful that Nokia is the purchaser of the Qualcomm handset division. If that transpires, I will be interested in Tero's comments on this (when it happens) and 1 year from now. BTW (on this topic) have you seen the "QCOM: A Positive Case For Motorola or Nokia" report from Salomon Smith Barney at: smithbarneyresearch.com Above site may require (free) registration. Just my thoughts. - Eric -