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

To: tero kuittinen who wrote (4379)	4/25/2000 9:00:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

Tero: Chuckle. Once again, you are putting false words and a false concept in my mouth and then attacking what is a straw man. This may be a fine debating tactic, but it won't wash here, since I have the opportunity to reply. I was suggesting that there is a "new" Holy War, nothing more. This is as opposed to the old Holy War prior to Ericsson's licensing of Qualcomm's CDMA IPR's. Here is what I said: "Now there is a new "Holy War" focused on "WCDMA" in general and Japan in particular. This has resulted in more heat than light." Nowhere did I suggest that WCDMA is "new". Of course it is not. And neither is CDMA2000. We both know that these two approaches have been around for years. Also we both know that the "approved" standards include both CDMA 3rd gen flavors. So that line off attack falls of its own weight. What I was saying is that there will be CDMA 2000 (MC) in Japan on the current frequencies whatever happens in the new frequencies. The path there is clear. WCDMA's path in Japan is not so certain. There is no precursor even. Once when the new frequencies are available and WCDMA (DS) in some form or other is commercially available, then both CDMA 2000 (MC) will be available on the current frequencies and WCDMA (DS) in the new. That will be one year away at an absolute minimum and realistically will not be commercially pervasive before 2002 or 2003 or 2004. The only question at this point is whether both DS and MC will be in the new frequencies. DDI is still in the process of deciding what form their request will take. So far that request is agnostic. Qualcomm is prepared to lead a bid for MC in the new frequency. A very sensible and practical proposal. And that proposal has nothing whatsoever to do with the clear path to CDMA 2000 which is underway right now on the frequencies now in use. In comparison, there is no clear path to WCDMA (DS) on either the current or new frequencies yet. Perhaps DS will emerge as advertised a year from now in DoCoMo's non standard (per their announcement) version. Perhaps. Let's watch progress on all this over the next year. My interest again is in Nokia having a means of supplying both - and not be limited to the one which has no path to it but will emerge (if it does) as free standing with no backward compatibility to anything - certainly not GSM which does not even exist in Japan. As always, best. Chaz