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

To: Allen who wrote (3774)	3/14/2000 5:22:00 PM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

No - if you think that profits will migrate to the core of the network structure, I'm sure Nortel, Cisco and Lucent have that pretty much sewn up. Personally, I'm buying into this theory that the most profitable part will be the periphery. That would be the aim of Nokia's LAN, Bluetooth (which is kind of a miniature LAN), GPRS, EDGE and W-CDMA efforts. After all - isn't delivering internet traffic in bulk a commodity business at heart? Wouldn't the value-added parts be the ones that help consumers access the internet, preferably wirelessly? I sure hope Jim's news about Japanese 3G market will turn out to be true... if IDO defects to the W-CDMA camp, that means three Japanese operators opting for W-CDMA. If SK Telecom of Korea follows through with its W-CDMA program and China Telecom continues the Ericsson initiative, W-CDMA may sweep both Asia and Europe cleanly. All Spain's four UMTS licenses went to probable W-CDMA operators - if MCI WorldCom loses its British bid (as looks likely to happen after the first round) there will be four W-CDMA networks in GB as well. After that, it's Bedtime for Bonzo... the likelihood of cdma2000 landing even one network in Europe drops to zero; there would be no roaming to two of the Top Five telecom markets. Tero