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

To: tero kuittinen who wrote (4342)	4/23/2000 11:20:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Tero: What we have is a fact, that the CDMAOne upgrade path to MC is clear and underway on frequencies in current use. Since MC is an approved 3rd gen standard, that is that. And we then have speculation, what the actual content of DS will be. That is as yet not clear. And there is no "path" to it. DS is entirely free standing with no backward compatiblity to GSM. And DS will be in entirely new and separate frequencies. Both of the approved standards MC and DS may be used in the new frequencies. There are "tests" ongoing for some form of DS. What is a realistic timeframe for commercial operation of DS? Not clear, except it is at least 2 years away under the most optimistic of possibilities - and that is to start as islands of DS wherever they may be. For this thread, the interesting question is how does Nokia prosper in this situation. Is participation in both sets of 3rd gen the way to go or to put all bets on DS alone? What is in the best interest of Nokia and its stockholders? Best. Chaz

To: tero kuittinen who wrote (4342)	4/23/2000 2:46:00 PM
From: Peter J Hudson	Read Replies (2) \| Respond to of 34857

Tero, The point is that existing IS-95 operators will be upgrading to 1xrtt within the next 12 months. You know that 1xrtt meets the criteria for 3G service and does it in 1.25 MHz bandwidth. This is why you choose to focus on CDMA2000 vs. WCDMA. The fact is that 1xrtt will provide data rates and voice capacity that far exceed anything that GSM / GPRS networks can hope to provide, and I'll go out on a limb and predict that 1xrtt systems will be in operation before the first GPRS system. I believe that we will end up with a single 3G standard deployed for use in the new 5MHz bands. IS-95 operators may not feel the need for this standard to be backward compatible with CDMAone because they will already have 1xrtt and possibly HDR already deployed. In the mean time is Nokia going to participate in the upgrades to the existing IS-95 systems? Will Nokia need to license QCOM IPR to build WCDMA equipment? I think these are far more important questions than the name of the 3G standard. Remember QCOM and Nokia are no longer competitors! Pete