Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: w molloy who wrote (3721)	3/2/2000 12:25:00 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

Everybody talks a lot about W-CDMA for strategic reasons. That's why NTT-DoCoMo is aggressively hyping itself as the world leader in W-CDMA, even as their launch schedule keeps slipping into future. But the operators are budgeting GPRS and EDGE spending - that's where the infrastructure money is flowing right now. So it seems that Nokia is highlighting the W-CDMA in PR material, just like every other manufacturer... but what they're actually shipping is GPRS and EDGE. Of course, if the network gear has slots for W-CDMA upgrade modules, it can be billed as "W-CDMA ready". But the 2001 handsets, mobile content, etc. are being designed for GPRS right now. With current information, it's impossible to say whether W-CDMA products will start shipping in volume in 2002 or 2005. If it's the latter, all the companies that have based their strategies on skipping GPRS and EDGE will be well and thoroughly screwed. So much for the world conquest of NEC and Mitsubishi. Tero