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

To: Peter J Hudson who wrote (3770)	3/14/2000 9:05:00 AM
From: tero kuittinen	Read Replies (2) \| Respond to of 34857

I don't think it's possible to get worldwide harmonization; North American TDMA and CDMA operators seem reluctant to accept W-CDMA, even if Japanese PDC and Korean CDMA operators are ready to do so in an effort to reach a global standard. Much of Mr. Fun's post was on the mark... though I don't see how it's possible to decide about Nokia's status as an infrastructure company at this point. After all; apparently the Gorilla status has now been redefined to include commpanies with less than 20% market share reach in the overall global mobile telephony market. Here's a paranoid thought of the day: I suspect that emotionally, Lucent fans haven't come to terms with the fact that Nokia is whupping Lu in the mobile internet market. It's non-threatening to see Nokia as a cuddly consumer company. But seeing Nokia land big-ticket GPRS and W-CDMA deals is a potentially traumatizing experience. It jeopardizes the view that North American companies like Cisco and Lucent can maintain their hegemony in internet infrastructure as we move towards wireless net access. The mobile network market is becoming less fragmented outside the USA. If Korea, China, Japan and Europe all back W-CDMA what we have here is a global standard. If Nokia breach the Korean and Japanese W-CDMA markets, it will be a global leader in mobile network sales. If Nokia can land EDGE deals in North America in addition to W-CDMA deals, it will become the world's number two mobile infrastructure company. There's no doubt about it. We'll have to wait and see. Tero