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

To: JohnG who wrote (4848)	5/14/2000 9:10:00 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 34857

What needs to be done to minimize equipment expenditures and use spectrum efficiently is overlay the current GSM with a multicarrier CDMA air interface. This is what China will probably do and probably what VOD wants to do. If this were to happen (in China at least, but especially in Europe), it would be huge for QCOM. But just to play Devil's advocate here: Despite what looks like a very favorable analysis for the IS-95 upgrade path according to your link, in the real world it does appear that the GPRS/EDGE upgrade path has very considerable momentum. The question Tero has asked (and that no one from QCOMland has satisfactorily answered IMO), is why all this GPRS>DS-CDMA momentum exists if the Qualcomm-"recommended" path is such a slam dunk? "Listen to the money."

To: JohnG who wrote (4848)	5/15/2000 9:03:00 AM
From: sisuman	Read Replies (2) \| Respond to of 34857

To JohnG, Eric L. and Ruffian who responded so eloquently to my review of the piece of crap masquerading as analysis. Please answer the following questions: 1. Who paid for this piece? (It's irrelevant that the authors used to work for Vodafone - some consultants will do or say anything for money). 2. Is this a thorough piece of analysis which quantitatively documents all the costs - for operators and consumers - to follow the respective upgrade paths? 3. Does it also document the costs involved for GSM operators and consumers to switch from GSM to CDMA - and vice-versa? 4. Isn't this merely a puff piece aimed at illiterate operators who are becoming wireless operators for the first time? And Ruffian, aren't you particularly ashamed to take such a piece of drivel and extrapolate it into a diatribe characterizing Europeans as mere serfs under the control of their governments? I should think that you owe them all an abject apology. To go from give and take regarding Nokia and Q to attacking Europeans in general is totally uncalled for and destroys all vestiges of your credibility. Who do you think you are - Bobby Knight?