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: gdichaz who wrote (4862)	5/15/2000 8:42:00 AM
From: tero kuittinen	Respond to of 34857

The sleeper would be HDR... if the operators outside the IS-95 camp wouldn't be so nakedly hostile towards it. It won't wash without strong handset vendor support. Lucent and Qualcomm are the pivotal HDR backers - neither has a handset division. The top five phone manufacturers in the world all have extensive GPRS, Bluetooth and W-CDMA projects. Every one of them. There's only so much that the R&D departments can do. Unless Nokia, Ericsson, Motorola, Siemens, Matsushita, Alcatel, NEC and Samsung start showing support for HDR, it will wither on the vine. You can't have a new standard without wide handset vendor backing. EDGE is the sleeper if you look at the manufacturing and operator commitment - there's strong interest from Lucent, Ericsson and Nokia in infra and at least Ericsson and Nokia on the handset side. That's 50% market share power block in both markets. If European and Asian GSM operators that lose W-CDMA-licenses decide to go with EDGE, that along with North American TDMA operators is enough to make it the biggest 3G standard after W-CDMA - well ahead of cdma2000. Tero