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

To: JohnG who wrote (5060)	5/29/2000 12:05:00 PM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

Well - I don't know about mysterious forces, but I do know about NTT-DoCoMo's recent M&A track record. They bought a piece of Hutchison and flipped it into W-CDMA camp, they bought a piece of KPN and got access to the Dutch W-CDMA market, they got a piece of TIW and landed a British W-CDMA license. This is a force I can recognize. What I also did "get" months ago was Nokia's W-CDMA collaboration with SK Telecom and the implications of this pact. You may think that SK Telecom is beholden to Qualcomm. They have other ideas. DDI came close to open revolt - now SK Telecom and Unicom are next operators in line. Apparently the Asian operators are not happy with what the "forces that move this world" expect them to do. Here's a fact for you, Ruffian: the German rules of the 3G auction stipulate that the entrants have to cover 50% of the German population by 2005. This means no stand-alone W-CDMA phones during the first half of the decade. The situation is the same in other markets - there will be no nationwide coverage for half a decade. And no market for stand-alone W-CDMA models without a GSM component. Tero