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


To: tero kuittinen who wrote (4348)4/23/2000 1:53:00 PM
From: gdichaz  Read Replies (1) | Respond to of 34857
 
Tero: Congratulations to Nokia's management for landing the contract with Japan Telecom.

That contract may well mean that eventually - in a couple of years - something called WCDMA may begin to be "installed" in Japan by Japan Telecom using Nokia equipment.

And DoCoMo may actually begin its own form of WCDMA (at data rates less than the CDMA One rates now operating in Japan) a year from now.

And perhaps DDI will in fact choose WCDMA (DS in current jargon) and begin actual commercial operation a couple of years or so in the future.

But what is Nokia doing in the meantime?

Why ignore a major market, not only in Japan but in the US, South America, Australia, Canada and on and on? And without the ability to double voice capacity and handle data better which 1XRTT permits (or a Nokia equivalent), that market will not be supplied by Nokia. What is smart about such failure to be in a position to participate in doubling voice capacity and data upgrades thereby saving money and improving efficiency, effectiveness and performance in CDMAOne on a clear upgrade path to MC (a.k.a CDMA2000) on existing frequencies and gaining experience valuable for use in new frequences wherever MC is chosen?

What does Nokia gain by not putting itself in a position to effectively supply a major market which exists now - not a year or two or three or four away?

Best.

Chaz