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

To: tero kuittinen who wrote (3772)	3/14/2000 1:16:00 PM
From: Jim Lurgio	Respond to of 34857

China press say's DDI will now be going with W-CDMA. EOM

To: tero kuittinen who wrote (3772)	3/14/2000 4:04:00 PM
From: Allen	Read Replies (1) \| Respond to of 34857

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. Sometimes I'm a little slow on the uptake, if you hadn't noticed, so maybe I misunderstand, but... I see the wireless "infrastructure" as distinct from the internet/telephony infrastructure. In the wireless world I think of the MSC/HLR/etc. components as the infrastructure (or the SGSN/GGSN/etc. in the wireless data world). But all these live somewhat at the edge of the "core" telephony/internet infrastructure. I see Nokia as a threat to Lucent and Nortel in these areas (does Cisco have a complete wireless story yet?), but in the optical/ATM/layer 3 IP switching market I think Lucent, Nortel and Cisco still dominate. Perhaps I don't know as much about Nokia as a good investor should? And I'm sure I don't have a good view of the European telephony/internet infrastructure.