SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?


To: tero kuittinen who wrote (4196)4/16/2000 11:06:00 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 34857
 
this move is so dumb it should be a felony

ROFLMAO! A classic line, and I couldn't agree more.

The Japanese decision to back W-CDMA is not a sinister plot to defeat a superior technology. They simply don't want cdma2000.

What do you think about Chaz' interpretation? I am holding out hope for it.

is only one dominant standard in digital mobile telephony. This dictates the 3G market development. The GSM upgrade will become the de facto global 3G standard. Acknowledging that is what DDI is now doing.

This is food for thought for everyone who has dubbed QCOM a Gorilla a la MSFT based on Geoff Moore's book. The whole point about the Windows hegemony was that the Mac OS's supposed superiority did not outweigh switching costs for large customers and support costs for the value chain. The QCOM-cum-gorilla argument turns this bassackwards by starting with the thesis that CDMA (esp. cdma2000) is technically superior, therefore QCOM will be a gorilla. And if cdma2000 does not win, well, that doesn't matter anyway cuz QCOM "owns" all 3G flavors. And if Japan goes W-cDMA, then QCOM can (allegedly, and hopefully BS) just build their own cdma2000 network there to show the world what is right. The old Monty Python "it is but a flesh wound" typa thing. Chop, chop.
Or as Phillip K. Dick put it: I don't believe in your God, and besides, he's stupid!



To: tero kuittinen who wrote (4196)4/16/2000 11:10:00 AM
From: gdichaz  Respond to of 34857
 
Tero: Again I have to chuckle. The Japanese will have CDMA2000 before the end of this year or early next year at the latest, on the current frequencies now in use. That is a given.

What happens on the new spectrum which will be auctioned is not cast in concrete. DoCoMo intends to use a Japanese version (actually just DoCoMo's version) which it is now testing. What else happens in that spectrum is open now.

Suggest we see what happens.

But we are certain CDMA2000 will be used in Japan on the frequencies now being used by CDMAOne.

What version of WCDMA will emerge will be worth watching.

Best.

Chaz



To: tero kuittinen who wrote (4196)4/16/2000 12:00:00 PM
From: brian h  Respond to of 34857
 
Tero,

I wish I have a crystal ball to answer your quest to this 3G battle victory. But I do not have one. GSM wins? or WCDMA wins? CDMA wins? You seem to imply that by winning a "WCDMA term" battle is a guarantee for Nokia GSM based win. I am not really sure who is going to the Fantasy Land.

Dr. IJ said it before QCOM will let the operators choose their 3G networks after the ERICY deal. What happen so far do not go side way from what he said. I wish your GSM based companies do have the controlling interest in WCDMA. In fact once Nokia signs a 3G license with QCOM like the ERICY deal. Then one can say Nokia is in a good position to take advantage of the 3G battle win. Before that no one has a crystal ball. Why not sign a good deal with QCOM then claiming a 3G win?

Brian H.



To: tero kuittinen who wrote (4196)4/16/2000 4:06:00 PM
From: DaveMG  Read Replies (1) | Respond to of 34857
 
Vod's interests will be best served by minimizing the differences between modes. Expect them to exert plenty of pressure on manufacturers to harmonize the modes to the greatest extent possible.



To: tero kuittinen who wrote (4196)4/17/2000 1:57:00 AM
From: Maurice Winn  Read Replies (1) | Respond to of 34857
 
<There is no decent international roaming for either IS-95 or cdma2000. And that in itself is lethal.>

Tero, there is ZERO roaming for W-CDMA. There will only be roaming to the GSM world if W-CDMA is created. DoCoMo's W-CDMA is NOT the same as the European version [as far as I know]. Therefore, they are building a niche market version, albeit a fairly decent niche market!

With cdma2000, there is instantly most of North and South America, big chunks of Asia and increasing places around the world. Backward compatible at that [with frequency variation only] and not even frequency variation for many systems.

Now, W-CDMA is going to be all new frequency and all new handsets and all new everything and needing to be multimode, and therefore inefficient and expensive with restricted roaming.

You are right, it's a profitability issue. Vodafone is a big gorilla and they will NOT want their profits reduced. They do indeed love the spectrum auction in the UK.

There is very big betting going on.

As they say, rumours of the death of cdma2000 are exaggerated.

Nokia will NOT want to be left behind. Ericy has left them at the altar, canoodling with Q! on all options.

Maurice