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

To: Valueman who wrote (3236)	1/13/2000 10:33:00 AM
From: tero kuittinen	Read Replies (5) \| Respond to of 34857

Ouch. I did misread that bit. But the point of that article was not that second generation CDMA is Nokia's weak point - it is that right now. So what? The real point of the article is that this is somehow deeply meaningful for the future of Nokia - and that's a huge stretch. BAM is not a bellwether of the global mobile phone market. It's a slow-growing, old-fashioned, regional, voice-centered mobile operator. IS-95 is not W-CDMA. Second generation CDMA sales don't tell much about the strength of any company in the W-CDMA development. And the GSM-land remains important as long as the GSM sales keep outpacing expectations and as long as the real mobile data sales are concentrated in GSM markets. Those hot data rates currently offered in Japan are in the NTT-DoCoMo network. Have you forgotten that? It's the CDMA that's not able to match the 60 kbps speed of the PDC network in Japan - not the other way around. And don't start on HDR technology - what I find interesting is which companies can offer advanced mobile data solutions now. Anyone can promise huge improvements in 2002. That's not competence. Competence is delivering before the competition does. Just why is swinging the argument to GSM a crime on this thread? That's the most important market in the mobile telephone industry and mobile data applications. Using 80% of this thread volume to obsess about BAM and Sprint is totally misleading. There are dozens of pie-in-the-sky threads at SI intensely debating the mobile data market of 2003-2005. Would paying attention to what's actually happening in the real world right now be all that bad? Tero