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

To: Eric L who wrote (3392)	1/23/2000 4:14:00 PM
From: gdichaz	Respond to of 34857

Eric L: Whatever terminology we choose now is less important than the roll out of rapid data in the real world. We do see that there will be two tracks for the next couple of years - or whatever time there is prior to major utilization of 3rd gen - whatever labels that may have. In the next time period there are many reasons why operators who have GSM installed will use GPRS. And in that period, there are similar reasons for the CDMA One installed base to use 1XRTT. Both of these are no brainers. A given as a practical matter. Then next year HDR will be available. This could be used by anyone - although it will be more likely where CDMA One is - and within that where PCS is - because PCS has plenty of unused capacity for it. Not clear enough about EDGE to comment on it meaningfully. But taking this as it goes, we have plenty of opportunity to observe what happens in the world - Asia, the Americas, Europe and the rest of the world. Will be fun to see. And profitable for the Q and most likely Nokia. Once more, sometimes we write or talk as if this is a zero sum game - nothing is further from reality. Best. Chaz

To: Eric L who wrote (3392)	1/24/2000 1:07:00 AM
From: Bux	Read Replies (2) \| Respond to of 34857

Nokia and ERICY and others will probably enjoy a revenue stream from IPR in at least the W-CDMA networks that evolve from GSM. I agree and also consider it likely that the European Co.'s would also enjoy a royalty from any GSM network that evolves to a form of CDMA2000 and although I can understand why many believe that GSM would never upgrade to CDMA2000, I am not ready to give up on a truly converged standard even if it doesn't look promising at this point in time. Bux