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

To: Peter J Hudson who wrote (3821)	3/23/2000 1:57:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

You know - I'm not even going to try to evaluate the viability of 1XTREME at this point. Any more than I'm trying to evaluate the viability of HDR. That's a fool's game, we know so little of these standards. But what we can do is evaluate the management track record of companies like Nokia and Qualcomm. Which one can claim to be the standardization powerhouse? Let's look at standards Nokia has been initiating and/or backing at the earliest possible phase. We'll skip the second-generation digital standards GSM-900 and IS-95 and see what the companies have achieved since the mid-Nineties. Nokia: GPRS, EDGE, Bluetooth, EPOC, TETRA, GSM-900/1800 dualmode networks, GSM-450 to replace NMT-450, W-CDMA, LAN. Now let's look at the initiatives where Qualcomm has been the driving force: cdma2000, Wireless Knowledge, HDR, Globalstar, CDMA-450 to replace NMT-450. As we know, Q started showing tentative backing to things like Bluetooth way, way after the real industry leaders had already established a substantial lead. Now - one of these lists is the most succesful collection of new and nascent telecom standards in the history of the industry. The other is a vague, overhyped collection of marginal standards which will never reach more than 10% of the world's mobile subscribers. You tell me who's looking desperate right now. We both know Nortel's position on HDR. And we both know Ericsson's past record of picking collaboration partners for new standards. So it's a little early to write off 1XTREME. Tero