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


To: slacker711 who wrote (4332)4/22/2000 12:32:00 PM
From: tero kuittinen  Read Replies (1) | Respond to of 34857
 
I know they have made changes in the terminology. And that's deeply disturbing. Just six months ago everyone agreed that cdma2000 and W-CDMA are the leading 3G standards. Now Qualcomm is moving the goalposts by declaring that 1XRTT and HDR are 3G. I don't think this diversion is very succesful; it happens so abruptly and so late.

Here's the problem; 1XRTT and HDR are technologies for IS-95 networks. There is no sign that they will ever be implemented by PDC or GSM operators. So if they are Qualcomm's fallback position in the 3G competition, it means staying limited to only certain IS-95 operators as a future customer pool. It doesn't look like every IS-95 operator is willing to implement HDR - quite contrary.

That's clearly not good enough. A real 3G technology needs to address the needs of several different digital standards. And if W-CDMA will be implemented by current PDC, GSM and some IS-95 operators, then only W-CDMA can claim to be a global standard.

If this happens, Nokia will end up expanding its current mobile operator network client list from GSM to GSM, PDC and IS-95 operators. This is the Holy Grail of the entire 3G market for any vendor. Expansion. Growth. Not turning inwards and falling back on mobile operators that make up less than 20% of the world market.

Tero