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

To: Maurice Winn who wrote (5119)	5/30/2000 10:48:00 PM
From: Allen	Respond to of 34857

To upgrade the tv in the GSM house, you need to remove the old house, but you can keep the foundations, and build a new one from the floor up while changing the power supply from DC to AC. To upgrade the tv in the cdmaOne house, you just plug in the new tv and put up a new antenna. Now there's a misleading analogy. To upgrade from GSM to W-CDMA/UMTS you mostly buy new radios and get new spectrum. You run GSM in the old spectrum and W-CDMA in the new. But the backbone of the network remains essentially common for UMTS and GSM, much the same way the ANSI-41 is common for CDMAOne, CDMA-2000, IS-136 TDMA and AMPS. For CDMA2000 you get to keep your old spectrum, but you still have to replace the radio. But you do have the advantage of replacing, or upgrading, the radios instead of adding, or essentially duplicating, the radios. People tend to forget about the network infrastructure, but it is a significant investment - significant enough to be a major obstacle for moving from GSM to CDMA2000 or from CDMAOne to W-CDMA.

To: Maurice Winn who wrote (5119)	5/31/2000 5:45:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 34857

Maurice, Like your analogy, but I would describe it thus: Your analogue TV needs to go digital. Do you: a) Buy a digital set-top box (as I have recently done, for little outlay) for many more channels, email etc. ? or b) Buy a brand new digital TV (at much expense)? (a) is GSM to WCDMA and (b) is any old cdma from the ground up. Now do you as a manufacturer target the installed base of the millions of TVs or go for the people without them? M