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: Maurice Winn who wrote (5439)	6/12/2000 2:24:00 AM
From: Gus	Read Replies (1) \| Respond to of 34857

Maurice, Do yourself a favor and don't mention Leap Wireless again especially against the backdrop of your rosy scenarios that do not match how the real world contracts are going. Stick with me here Gus. 3G of all flavours, modes, bands, standards etc are going to be CDMA. Maurice, you are wrong. IMT2000 has 5 standards -- 2 TDMA standards and 3 CDMA standards. Yawn. 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. The WSJ article was reasonably accurate for September 1996. By then the exponential growth of wireless was becoming more visible and QCOM was late on the technology. QCOM promised 13x the capacity of TDMA/GSM. You don't hear QCOM making those claims now, do you? You even admitted that you thought that CDMAOne was going to take off in 1996. It didn't, right? 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. Again, you're confused as to the facts. Nokia is already a CDMAOne licensee with about 8-9% of the US CDMA market. While it has indicated that it will continue to address the CDMAOne/CDMA2000 market, it has also publicly indicated that it doesn't need QCOM's IPRs for 3G. With the ongoing component shortages and the limited number of handset models available for the miniscule CDMAOne market, it looks like Sprint or Verizon may need Nokia more than Nokia needs to participate in the CDMAOne market. Besides, the GPRS contracts are coming in, the global handset replacement rate is going up, and WCDMA looms on the horizon. By the way, your timelines are too optimistic and do not reflect the facts on the ground on the supply side and on the demand side. But why am I not surprised. HDR is vaporware. No, it's much worse. It's non-standard vaporware. 1x is going to be rolled out slowly. Why? Because that's how real-world radio networks are rolled out. Again, get a better grip on the realities on the ground, Maurice.