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

To: Rene Madsen who wrote (3009)	12/13/1999 7:21:00 PM
From: Maurice Winn	Respond to of 34857

Gee Rene, I think YOU have got something to learn. Yes, GSM is big. Wired phones are bigger! Analogue is bigger [well, maybe not now]. It's the future that matters. In New Zealand, I use a GSM phone. Telecom is selling analogue service. Vodafone, which supplies the GSM service is gaining customers at a huge rate at the expense of the crusty old analogue system. In 2001, there will be a cdmaOne network, all fresh and ready to rumble, installed by Telecom. There will be a spectrum auction in January for WWeb. New suppliers will install more CDMA networks. From 2001, GSM in New Zealand will be lost in a blizzard of CDMA. GSM will sell as badly as TDMA and analogue by Telecom are selling now. Then it will be overlaid using the VW40 clone of cdma2000. Europe will go the same way, but a little slower because competition and imagination are illegal in Europe. People are goose-stepped off to the GSM camps whether they like it or not. You are right that GSM is the main profit centre for Nokia and Ericky, and they have done a good job of keeping that crusty old technology to the forefront and inhibiting modernisation while the money rolled in. But they see the writing on the wall and are going flat out to get into CDMA before they find they have 100% market share of GSM and no CDMA market share and there are no longer any GSM air interfaces on the planet. GSM is Toast Rene. The revolution is at hand. Put away your GSM pike and cavalry. It's aerial combat now, not trench warfare. The forseeable future is very very close to our noses! If we are lucky we see to the end of our arms. Okay, GSM will rule the world for the forseeable future [you must have very short arms]. <g> Maurice