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

To: tero kuittinen who wrote (4297)	4/20/2000 7:23:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 34857

Tero: There are two entirely different opportunities in Japan for 3rd gen. The current spectrum and the new spectrum yet to be auctioned. There is no question at all that within the current spectrum there will be upgrades and improvements driven by data requirements which will move up from advanced flavors of CDMAOne through CDMA2000. So CDMA2000 is not "junked" but will thrive in Japan on the only spectrum now existing. For the future, 2 companies have announced for a set of letters WCDMA, one is agnostic - DDI. The content of whatever will be called "WCDMA" in Japan is not clear. It could be a "bastard" version such as DoCoMo seems to plan to try out a year from now, a worldwide standard similar to DS or even a worldwide standard similar to MC. We simply don't know and are talking about years from now. I for one will continue to place my bet on the approach which is practical, clear and will happen - the CDMA path toward CDMA2000 on the current set of frequencies. Hope that Nokia will be intelligent enough to produce for that rapidly growing and major market. Foolish not too, and doubt that Nokia is foolish. Best. Chaz

To: tero kuittinen who wrote (4297)	4/20/2000 8:39:00 AM
From: data_rox	Read Replies (1) \| Respond to of 34857

Good morning Tero- First, I want to thank you for your posts throughout the past year that I've been lurking. You've provided me with a lot of great insight into my NOK investment. Now - your statement "Let's wait until the first Korean operator actually announces a third generation network order before lumping this market into the cdma2000 camp. The SK Telecom decision to work with Nokia is tangible evidence of the power shift in the 3G CDMA world." I think you are correct in your statement about waiting for the orders, but I think you should state that you should wait until lumping it into anything BUT cdma2000. Hyundai, LG Information & Communication and Samsung all want to eat Nokia's lunch here and hold a bit of pull with SK, don't you agree? BTW - SK is already running IMT-2000 phones in their lab like the one below. samsung.com Thanks again for all your help, Rox