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


To: Wyätt Gwyön who wrote (4850)5/14/2000 9:32:00 PM
From: JohnG  Read Replies (1) | Respond to of 34857
 
Mucho Maas. I think the analysis is right. But the politics are difficult. It is to the advantage or the entrinched power structure including NTT DoCOMo, NOK, and AT&T to move in that GPRS direction--but only so long as they can prevent direct operator to operator competition from Multi carrier CDMA. In the case of direct competition, the best technology will use the spectrum most efficiently and allow the lowest cost/lowest price to consumers. Japan is apparantly open to competition based on DDI's decision--assuming that they don't welsh.

The US sees Sprint and VOD using CDMA competing with AT&T and the US GSM carriers. This battle is one CDMA can win hands down.

China, by now understands that the Europeans want to slow them down and sell much equpment and inferior technology.

Only in Europe is there not a level playing field. Multicarrier is outlawed and W-CDMA is favord, resulting in these costly torturous upgrade paths while W-CDMA slowly appears. NOK would slow everything down, buy time to develop W-CDMA, and sell operators mucho extra equipment.

The answer to your question is that a leading operator like VOD must take a leadership position in putting a Multi carrier CDMA air interface over GSM. Once this happens the rest of the world will start to follow their example. For this to happen, though the Socialist monopolists in Europe must make Multicarrier CDMA legal in Europe. This too will, in my opinion , happen if the Europeans want to continue to be trading partners with the rest of the world including US. Also, QCOM must continue to execute their product development (adding SIM cards) rapidly and efficiently.
JohnG