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


To: Mika Kukkanen who wrote (6786)8/2/2000 5:51:01 AM
From: gdichaz  Respond to of 34857
 
Mika:Your point that operators are choosing their WCDMA supplier and then asking them to provide GPRS seems very perceptive.

Could the fact that Ericsson already has a full WCDMA license from Qualcomm, and Nokia does not, enter into that in your view?

If so, this is a major warning signal to Nokia.

Also as I recall you suggested that the real value of GPRS is to provide experience in packet based data transmission as a prelude to WCDMA.

Again that fits.

Still curious why you expect zero use of 1xMC or HDR (1xEV) on legacy GSM in current spectrum anywhere in the world - or do you?

If so, is this for technical or "other" reasons, such as politics, inertia, etc?

Any exceptions possible anywhere for any reason?

Look forward to your comments.

Best.

Chaz



To: Mika Kukkanen who wrote (6786)8/2/2000 9:14:44 AM
From: Kent Rattey  Respond to of 34857
 
Seems ERICY has leapfrogged everyone with their new technology!

"Ericsson's technology, called CDMA 2000, transmits data at a rate of 144,000 bits of information a second."

Ericsson Unveils Faster Wireless Service
Source: Knight Ridder/Tribune Business News
Publication date: 2000-08-02

Aug. 2--SAN DIEGO--Now that you can surf the Web and read e-mail from a cellular phone, what more could you possibly want? Ericsson is betting the answer is: faster access.
The cellular-phone giant Tuesday unveiled a digital wireless technology capable of serving Internet data 10 times faster than current services.

As part of Ericsson's technology showcase, it highlighted two Orange County companies that already capitalize on the Web-by-phone phenomenon: Go2 Systems Inc. of Irvine, which offers Web-based advice on where to find the nearest Italian restaurant or ATM, and Digital Paths of Stanton, a maker of software that displays Web pages on tiny cell-phone screens. Ericsson's technology, called CDMA 2000, transmits data at a rate of 144,000 bits of information a second. That's 2 times the speed of the fastest phone modem.

This amped-up rate would reduce the time it takes to fetch e-mail, check sports scores and stock quotes, or retrieve online driving directions using a cellular phone.

If Sprint PCS or other wireless providers embrace Ericsson's new standard, it could reach consumers next year.

But it's an incremental step at best, says Ray Jodoin, wireless analyst for Cahner's In-Stat Group in Scottsdale, Ariz.

The real revolution in wireless is happening in Europe, which is poised to unveil next-generation cellular-phone technology, or 3G.

It will allow wireless phones to receive data faster than even existing cable modems or DSL service, at 2 million bits per second.

But the U.S. introduction of 3G suffered a setback Tuesday, when the Federal Communications Commission postponed the auction of new cellular-phone frequencies that 3G would use.

-----

To see more of The Orange County Register, or to subscribe to the newspaper, go to ocregister.com

(c) 2000, The Orange County Register, Calif. Distributed by Knight Ridder/Tribune Business News. ERICY, ERICZ, FON,

Publication date: 2000-08-02
© 2000, YellowBrix, Inc.



To: Mika Kukkanen who wrote (6786)8/2/2000 9:50:49 AM
From: Ruffian  Respond to of 34857
 
Eurostocks fall further, Nokia drags down techs

LONDON, Aug 2 (Reuters) - European markets extended their losses in afternoon trading
on Wednesday as Finnish mobile phone giant Nokia fell six percent, dragging the technology
sector to its lowest level since June 30.

A lacklustre opening on Wall Street added to the pessimistic mood as Nasdaq failed to
rebound from Tuesday's steep losses. At 1345 GMT, Nasdaq was off 0.48 percent, while
the Dow Jones industrial average rose 0.13 percent.

The pan-European FTSE Eurotop index of 300 shares shed 0.22 percent, while the blue-chip DJ Euro Stoxx 50 index lost
0.78 percent.

Nokia was the biggest European blue-chip decliner. Analysts attributed the slide to lingering concerns over the company's
cautious third-quarter earnings outlook and a general negative sentiment in technology shares.

The stock fell more than 20 percent last Thursday after the company said third-quarter profits would be below the second
quarter's.

``There are question marks why the third quarter will be weaker -- is it a sign of something permanent or just a temporary
thing,'' said Martti Larjo, an analyst at Evli.

``These kinds of fears can not be pushed away in a day or two, most likely they will continue at least half a year ahead until we
see how (Nokia) performs for the rest of the year.''

The technology sector was off 3.5 percent. British electronics company Marconi (quote from Yahoo! UK & Ireland: MNI.L) fell
5.2 percent, while telecom equipment companies Alcatel and Ericsson each dropped 4.5 percent.

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