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

To: slacker711 who wrote (3736)	3/3/2000 11:31:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Yes, Ericsson has a W-CDMA deal... and those pesky Swedes were running around Hannover last week telling anyone within ten feet that their IPR balance on W-CDMA is not negative. They will not end up paying more than they receive. So... since Nokia was Ericsson's equal partner in developing W-CDMA as a 3G proposal for the ETSI vote; what is the most likely outcome for Nokia? Exactly who ends up paying for W-CDMA IPR if Ericsson and Nokia get cross-licensing? I noticed that Japan Telecom did not announce any deals with Motorola, Lucent, Qualcomm or the Japanese companies. So the question of who is in control of W-CDMA is interesting. Could we assume that companies that can at least announce W-CDMA deals would be in control? It's kind of awkward to assume that companies that cannot get early W-CDMA orders would be "in control". I'm still waiting for CDMA2000 announcements outside of USA. Peoria does not cut it as an important 3G market. I think the 7110 pricing really will be aggressive in USA as well - the model is now selling below 6110 launch price in Europe. I'm not sure why Nokia would launch a CDMA WAP phone now; Sprint chose to launch its mobile internet as a non-WAP service. Interestingly, Sprint is refusing to quantify its mobile internet success. This is a sharp contrast to DoCoMo and European operators who regularly announce the number of text messages generated by their subscribers. There is only one reason why a mobile operator would decline to discuss its mobile data volume I can think of. Chaz - if a W-CDMA deal in Japan is a grave I can think of some companies who would do anything right now to climb into the casket. Tero

To: slacker711 who wrote (3736)	3/3/2000 2:17:00 PM
From: slacker711	Respond to of 34857

A couple more details on the Japan Telecom agreement....from Totaltele. Japan Telecom Selects Trio To Build 3G Network By Emily Bourne, Total Telecom 03 March 2000 Japan Telecom has signed up Nokia, Ericsson and NEC to build its wideband-CDMA network, which it plans to launch next year. The network will initially cover the Tokyo, Osaka and Nagoya regions, and will eventually be extended nationwide. Ericsson said it will supply radio access and elements of the core network, whereas Nokia will provide radio access solutions, including base stations. Tokyo-based NEC is also contributing network equipment. A spokeswoman for Nokia said Japan Telecom was a new customer, and "for us it is an important breakthrough because we haven't been in the Japanese infrastructure market before." Ericsson claims it is the only non-Japanese supplier of total systems solutions for mobile telephony in Japan. "Japan is leading the market deployment for 3G," a said a spokesman for the vendor. Japan Telecom, in which BT and AT&T hold stakes, currently operates a second-generation mobile network based on PDC technology. Japan has yet to auction 3G licenses, and will probably only allocate three, one of which is certain to go to DoCoMo. It is Ericsson's third WCDMA contract, and Nokia's second. The Swedish vendor was chosen in April 1999, alongside Lucent, to supply infrastructure for NTT DoCoMo's third-generation network. In addition, both Scandinavian companies are contributing kit to Finnish 2G, which plans to build a GSM network in Finland, which will then be upgraded to WCDMA. "That was our first commercial contract for a complete end-to-end system," said an Ericsson spokesman.