Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tero kuittinen who wrote (4809)	5/13/2000 3:19:00 PM
From: slacker711	Respond to of 34857

It's clear that DoCoMo has designed the entire W-CDMA project at least partially to benefit NEC, Toshiba, Matsushita and Hitachi - whether they outsource the chipsets or not. If they do, it's other Japanese companies they use Toshiba is going to attempt to build their own W-CDMA ASIC's.... Message 13490215 Slacker

To: tero kuittinen who wrote (4809)	5/13/2000 5:20:00 PM
From: tradeyourstocks	Respond to of 34857

Tero> Don't get me wrong. I'm not underestimating the Japanese at all. I'm just telling you that digital communications is not one of Toshiba's strengths. I actually believe that once the technology is made available to the Japanese companies (ie chips, software and reference designs) they will do quite well in designing and manufacturing phones and other 3G devices. I bet that the companies supplying the enabling technology won't be Japanese, JMHO. Nokia's CDMA facility in San Diego is not just IS95. They are working on several 3G projects, WCDMA being one of them. You may be right about where the project is based, but Nokia is definitely counting on San Diego. I think they will be disappointed with the results. MicroE