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

To: tero kuittinen who wrote (4829)	5/14/2000 10:54:00 AM
From: brian h	Read Replies (1) \| Respond to of 34857

Tero, I am really happy for Nokia shareholders on this GSM -> GPRS -> EDGE -> DS CDMA upgrade path if Nokia and GSM manufacturers are able to pull it off from the current GSM operators to take this upgrade path. May be I ought to buy NOKIA shares myself for this great path for Nokia's profitability in the near future. How much and how many upgrades are needed in the next 3-5 years period. The total costs have to be daunting if this upgrade path is selected. A required basestation and handsets upgrades for every single upgrade path. The only thing in common is GSM voice. Wow. Someday Nokia and GSM world need to design some five mode basestations and handsets for those operators choosing this upgrade path. May be these operators are really willing to channel their hard earned money to GSM world manufacturers such as Nokia. From Ruff's link - A Comparison between GPRS and cdmaOne Packet Data mobiledataevolution.com The authors have worked for Vodafone for a long time. ------------------------ Summary From this analysis, we can see that the packet data design that is standardized in the network and handsets of the cdmaOne standards technology facilitates easier and therefore less expensive packet data implementation than GPRS from a network operator, handset, application developer and corporation's point of view. All cdmaOne handsets are packet data capable and work on all implementations of cdmaOne networks. Phones do however remain a significant barrier to the widespread uptake of higher speed data services on both GSM and CDMA networks. Any network operator who is facing the decision of which network to buy should consider the upgrade paths of each network. GSM networks were not designed for packet data-- a GPRS upgrade adds this capability but at a higher cost than cdmaOne. Also, the GPRS network is not based on standard IP network elements, which will result in a more complicated integration than the cdmaOne packet data solution that was designed with standard IP in the handsets and with standard IP elements in the network. These standard elements will follow the cost curves of the Internet network elements. Additionally, GPRS and EDGE dedicate network resources to data taking capacity away from the GSM voice network which could cause network congestion. CDMA is a voice and data solution where voice and data share the same resources. 1x also increases data speeds to 144 kbps and doubles the voice capacity of current cdmaOne systems By incorporating standard IP protocols and network IP routing, cdmaOne sensibly maximizes the leverage it gains from the considerable economies of scale conferred by the Internet. This will allow cdmaOne carriers to offer the equivalent Internet services as GPRS and EDGE operators with a lower overall investment in equipment and human resources and without decreasing voice capacity. Network operators will more readily find the skills to integrate equipment and develop services because the same IP elements are used on the landline Internet. ------------------------------ Brian H.

To: tero kuittinen who wrote (4829)	5/14/2000 11:54:00 AM
From: Eric L	Respond to of 34857

GPRS article with Nokia mention: >> The Road To Third-Generation Wireless By Tiernan Ray USA: Smartmoney.com May 12, 2000 <snip> GPRS Is The Start Of A Battle For Dominance In Wireless Equipment That struggle could certainly disturb the pecking order, in which Ericsson tops the pack, followed by Nortel, Lucent, Motorola (MOT) and Nokia. Each vendor offers different strengths. Ericsson is hoping that it has an edge, with about 50% of the GPRS contracts for existing GSM systems, and more than 20 network operators testing its systems. Plus, Ericsson developed Mobitex, a packet network similar to GPRS that's used in both Research in Motion's (RIM) popular Blackberry e-mail pager and in the BellSouth network used for Palm's (PALM) Palm VII wireless handheld. Nokia has two customers in active trials of GPRS, a far cry from Ericsson's count, but the company has signed deals with 21 carriers. And Nokia is betting on its expertise as a builder of Internet-style networks: it acquired Ipsilon, a one-time competitor to Cisco Systems (CSCO), back in 1997, and sales of that equipment represent half the world market for so-called virtual-private network equipment, according to research firm Cahners-Instat. The equipment can help carriers build a better, more secure Internet infrastructure for their new packet phones. Finally, Motorola, which is in testing with a dozen carriers around the world and at last count had signed contracts with seven, is trying to make an end-run around Nokia through a partnership with Cisco. Under the agreement's division of labor, Cisco is handling parts of the packet-data equipment that are closest to the Internet, and Motorola is developing the equipment closest to the radio base station. The combined result, called Aspira, is a blueprint for an entire Internet-protocol-enabled network, which the company is pushing heavily to the Internet Engineering Task Force, the major standards-setting organization for the Internet, as the model of how to set up a next-generation wireless network. For more information and analysis of companies and mutual funds, visit SmartMoney.com at smartmoney.com. (Copyright (c) 2000, Dow Jones & Company, Inc.) << - Eric -

To: tero kuittinen who wrote (4829)	5/14/2000 12:11:00 PM
From: Wyätt Gwyön	Respond to of 34857

Those were some pretty good predictions for back in 1998. Because this thread isn't called "Tero!" - it's called Nokia. Don't give anyone ideas--there may be a Tero! thread soon, 'tho it sounds more like a musical along the lines of Oklahoma!. I guess since it's eponymous, you can do the cast selection. Any candidates for that Greek chorus?

To: tero kuittinen who wrote (4829)	5/14/2000 1:30:00 PM
From: JohnG	Respond to of 34857

NOKIA hates to see spectrum sold. WHY? It is clear to large operators like VOD that if a proper value is placed on spectrum, then it will be important to use the most efficient wireless technology (Multi-carrier CDMA)and install it fast so as to immediately earn a return on spectrum investment. NOK wants operators to go the very costly GPRS-EDGE-DS CDMA upgrade path rather than the use CDMA Multi-carrier in Europe. In this link, NOK's Socialist protectonist thought pattern stands out. They stand squarely against spectrum auctions which dictate that very valuable sprctrum not be wasted with NOK's chosen technology. uk.news.yahoo.com Deep down in their hearts all Europeans are just Socialists looking for a government hand out. JohnG

To: tero kuittinen who wrote (4829)	5/14/2000 3:35:00 PM
From: marginmike	Read Replies (2) \| Respond to of 34857

Tero it doesnt change the fact that you have made broad assumptions that are completly wrong. I have no problem with someone being incorrect, we are all human. Clark and myself have as he pointed out, also have been wrong. However we were able to realize we were wrong and go forward. In your incorrect analysis, to my recolection,you have never heard you say "hey I was wrong it looks like Ericy didnt invent CDMA". This is where your opinion troubles me. Its like the NYT times printing something absolutly untrue, and when directed to that fact, they redirect attention elsewhere(kindalike what you just did with that last post). There are many here who value your opinion VERY highly, and that is an extreme responsibility. I think having that responcibility should prod you into being a litlle more objective. The spin on anything towerds Q is always Negative and Pro-NOK it is not objective, or correct. I would hope it was your pasion that made you so one sided and not an Envelope with a paycheck. I dont know, I do know in the past I have gotten along very well and think highly of your opinion. I, however think people who are taking your opinion so seriously should get an idea of your extreme bias and how its swayed your past opinions(for whatever motive). I treated Gregg powers no differently, frequently being taken to task by SI threadmates for being to critical. His bias also blinded him in certain areas. As for my identity, that is pretty irrelevent and a form of rhetorical denial of the value of my opinion. A cheap technique for silencing me at best. As for my credibility, anyone here not on SI for the last 3 years please read my posts, and the acuracy of PRO and CON on Qcom and determine for themselves if who I am is relevent. I have a clear consiounce of what i have said, and its acuracy and intelectuall honesty. Regards Jason

To: tero kuittinen who wrote (4829)	5/14/2000 4:00:00 PM
From: Ruffian	Respond to of 34857

<Or the real champ, Ruffian, who seems goodnatured and jovial; the insult is often hidden inside a reverse compliment: "I really appreciate your spinning skills! <GGG>". This is perhaps the best approach if you can pull off the bonhomie without seeming too cute - Ruff is the man in this highly specialized field. Don't try this angle unless you're sure you can at least fake a similar charisma without looking too obvious; it's harder than you think.> Tero i was refering to Fred Astaire, Not Bill Clinton! <vbg>

To: tero kuittinen who wrote (4829)	5/14/2000 5:15:00 PM
From: quartersawyer	Respond to of 34857

Tero- re: "last" prediction, just for the record... this came later and was a fine column, but the qcom "possibility" was perhaps too close to the mark. debry.com Article Archive The view from Finland 1999-2009 - beyond mobile telecom? By Tero Kuittinen, Guest Columnist Last Update: 8:00 AM MT Mar 8, 1999 Unleashing the value of mobile telecom stocks There is a possibility that Nokia and Ericsson will double in value within 2 years and there is a possibility that Qualcomm will quintuple in value within the same time frame. ---------------------------------