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

To: carranza2 who wrote (4753)	5/12/2000 12:05:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Kid me not, Carranza - are you not aware of what is happening in Australia and Hong Kong? Several operators in Asia have both IS-95 and GSM networks. And these operators are now starting to splurge on WAP, GPRS and W-CDMA investment. After these investments, there is very little money or incentive left to upgrade the IS-95 networks there. The Asian mobile infrastructure budgets are being built on GPRS/W-CDMA outlays right now. These companies aren't rejecting cdma2000 out of hand. It's just sort of happening. I live in a universe where this gradual process is having a very real impact on the share prices of companies like Nokia and Motorola. If you don't understand the dynamics of the Asian infrastructure market, the share price divergence of Nok and Mot seems extreme and overdone. It's only in the GPRS/W-CDMA network sales context that the situation makes sense. Tero