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

To: Gus who wrote (5437)	6/12/2000 12:14:00 AM
From: Ruffian	Respond to of 34857

Qualcomm CEO expects China Unicom to use 3G CDMA HONG KONG, June 12 (Reuters) - Irwin Jacobs, chief executive officer of digital wireless company Qualcomm Inc (NasdaqNM:QCOM - news), said on Monday he expects China Unicom, China's number two telecoms provider, to use Qualcomm's 3G CDMA technology but was unclear when. Referring to Qualcomm's third generation CDMA standard, he told Reuters in an interview: ``My guess is that it will be (Qualcomm's) 1X that they do select.'' On the timing of deployment of 3G CDMA, he said: ``That's up to them, obviously, but the manufacturers are clearly getting ready for that.'' Last week, Qualcomm announced technology sharing agreements with eight Chinese manufacturers to develop CDMA-based products. Qualcomm won an agreement in February to build a wireless network for China Unicom, but the deal was quickly put on hold by the Beijing government. Early this month, China Unicom said it was scrapping plans to use current-generation CDMA technology, opting instead to stick with its European GSM network. It said it would use Qualcomm's CDMA, or code division multiple access, for later-generation systems. Qualcomm's China woes have contributed to a precipitous drop in the firm's stock, which peaked in January at US$200 and closed on Friday at US$79-1/16. biz.yahoo.com

To: Gus who wrote (5437)	6/12/2000 1:00:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

<So after all the religious wars, at the dawn of a new century, a CDMAOne network remains 2-3x more expensive than a GSM/TDMA network with dubious voice capacity and quality advantages. > Gus, CDMA minutes by the 1000 in the USA are 10c to anywhere in the country. Leap Wireless International is selling unlimited minutes via 'Comfortable Wireless' for $30 a month. Of course people don't use unlimited minutes each month - they actually use about 1000 or 1500 on average [of course you can imagine that some younger people would use 200 a day x 30 days 6000 minutes a month. Let's use the 1,000 a month so it's easier to divide, that works out to 3c a minute with no monthly fees on top. Now Gus, the determinant of whether something is more expensive or not is the price which is paid by the customer. If the CDMA box at the basestation is 100x as expensive as a GSM box, it doesn't matter if it can handle a billion more bits. To say CDMA is 2x as expensive as GSM is silly. Stick with me here Gus. 3G of all flavours, modes, bands, standards etc are going to be CDMA. There is a reason for that and it is because billions of bits move cheaper and faster and better in CDMA. CDMA is cheaper than GSM and getting cheaper still, all the while with improving functionality. That's why the world is going to go 3G and use CDMA to do it. Quoting old and wrong articles from WSJ won't change that. You shouldn't use WSJ or Business Week as investment guides other than to show where to do some real research. For example, they mention CDMA, so yes, investigate it from reputable sources. But don't take it as true that Irwin Jacobs single-handedly "put the U.S. far behind in the global wireless-communications business, which analysts expect to be a $100 billion market within five years". I'd have thought the WSJ now would be embarrassed at such a silly article and that they naively quoted people who obviously didn't have a clue. Nokia is going to go CDMA. It is NOT expensive. It is the cheapest and best air interface available. That's why Nokia is choosing it. They will sign up to Q! technology sooner rather than later. The price is going up and has been for a long time. It's now at least 5% by the look of it and heading for more. It's going up because the cdmaOne networks have proven the merits of CDMA. 3G CDMA will be even better. The more time goes on the better it gets. GSM has done it's run. Now it's a battle with GPRS and on the bleeding EDGE. Oops, GPRS is delayed... I heard you are an investor in Interdigital - surely somebody as intelligent as you obviously are isn't invested there? But it does make sense because you seem to be determined that Q! CDMA is not attractive to Nokia. Otherwise I can't understand the glaring gaps in your logic. Is it true? Maurice

To: Gus who wrote (5437)	6/12/2000 1:06:00 AM
From: The Verve	Read Replies (1) \| Respond to of 34857

Gus, Are you alright? Nearly every post you make degrades Q in one way or another. I have to assume you don't own Q. I don't own NOK, but I'm not over on this board and the Q board slamming NOK every chance I get. Frankly, I could care less, 'cause I don't own NOK. So my question to you is...why all the viciousness, pent up anger and frustration? You don't own Q, so why should you give a sh*$? If NOK announced some new development that was going to impact them in a positive way and NOK doubled tomorrow, I'd be happy for you guys. NOK is a great company in a lot of ways (although I disagree with their FUD throwing tactics they call 'competing') NOK shareholders surely are gonna make a great return on their investment in the next few years. You obviously spend a lot of time, thought and effort in your posts...why not spend that time constructively? All these negative thoughts only serves to piss off the Q cabal and hurt you. Think of all the precious moments of your life that you've wasted fighting. You're an intelligent guy, that's obvious, please...can't we all just get along? Stepping off the soapbox... Reverend Verve