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

To: tero kuittinen who wrote (5056)	5/29/2000 11:49:00 AM
From: Ruffian	Read Replies (1) \| Respond to of 34857

Seems to me NOK will be giving away handsets soon, no leverage other than trying to under cut IPR. I see NOK's margins getting hit, and hard, once 3G arrives. Remember Tero that sword has 2 sides.............

To: tero kuittinen who wrote (5056)	5/29/2000 11:58:00 AM
From: JohnG	Read Replies (1) \| Respond to of 34857

Tero. The story out of Korea I just read is that NTT is now willing to buy 20% of SK and contemplates "giving SK their W-CDMA technology" after the deal closes. Now here is an eager buyer. For a thousand reasons---many cultural and historic, this deal is probably doomed. Tero, you just don't get it do you. The forces that move this world do not always reveal themselves. JohnG

To: tero kuittinen who wrote (5056)	5/29/2000 12:15:00 PM
From: Kent Rattey	Read Replies (1) \| Respond to of 34857

Tero, I must be missing something here? Desperate? I would say the company that can't make a CDMA chip after 7 years would be the desperate one. Apparently, NEC believes WCDMA is entirely based on QCOM IP. NOK will start shipping new phones to BA. YeeHaw! Based on history, let's place bets on how long before they send them back. Maybe they will, maybe they won't. However, so far, NOK has ZERO credence in the CDMA market, whatsoever(the future of the world, regardless of flavor). If I were NOK, I would be soiling my undies... The Koreans, the Japanese and the Chinese are going to start flooding the market with handsets(all based on CDMA). Who's in the catbird's seat here??? NOK???? The logic is interesting, to say the least. By the way, the above will make HDR handsets, and yeah, RCA used to laugh about that too. Gilder tonight on W-CDMA Qualcomm is already testing CDMA2000 chipsets, which are entirely pin compatible with the existing IS95 CDMA installed base. Qualcomm is a year away from producing WCDMA chipsets. Although WCDMA has arbitrarily incompatible specs, it is almost entirely based on Qualcomm IP, as the NEC experts acknowledged to me in Japan. It is quite possible that Qualcomm will prove to have the best WCDMA chipsets. If the CDMA2000 system works as well as it should, however, it is possible that it will become the 3G standard. Regardless of the politics of standards bodies, in the end companies will have to use the system that works best. --GG Kent