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

To: gdichaz who wrote (4347)	4/23/2000 1:40:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Yes, chaz... there are no GSM networks in Japan. But there are second-generation CDMA networks. That is precisely why it's so meaningful that Nokia landed the Japan Telecom 3G order. It showed that a company with no second generation CDMA network expertise whatsoever (Nokia) can beat companies with extensive second generation CDMA network experience (Motorola). This is tangible evidence of W-CDMA really being different. It's not just a variation of IS-95. But no chaz, cdma2000 will not happen "anyway". You don't seem to grasp how serious the situation is. If Japan now gets 3-4 W-CDMA networks and Hong Kong and Australia follow its lead - there won't necessarily be any cdma2000 networks in several key Asian markets. Ever. Because no matter how "inevitable" you think that cdma2000 is for IS-95 networks - it is not inevitable at all. Not if multiple W-CDMA networks cover a country like Japan from shore to shore and result in volume sales well before cdma2000 debuts. Not if the handset availability of W-CDMA will turn out to be considerably superior to cdma2000. Not if DDI invests heavily in W-CDMA right now. If Qualcomm really trusted in cdma2000's inevitably, it would not be considering bidding for a 3G license in Japan. The cdma2000 camp condemns itself by its own actions. They have revealed their hand by this 3G license application plan. It's a weak hand, chaz. This is what Wall Street is now mulling. No Nordic propaganda could have discredited cdma2000 as convincingly as that separate 3G license application plan in Japan is now doing. Tero