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


To: Caxton Rhodes who wrote (8141)11/13/2000 4:44:13 PM
From: Caxton Rhodes  Read Replies (3) | Respond to of 34857
 
Tero- If you are lurking, what is your take on the patent suit results? Effects on nok's wcdma strategy? Not one of the NOK loyal have had anything to say about it.

In fact they started a new thread to avoid talking about it.

Caxton



To: Caxton Rhodes who wrote (8141)11/13/2000 4:47:59 PM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
I can't imagine why anyone would ban you... I mean - it's not like you ever post off-topic or anything. It's a strange and cruel world we live in.

The problem is still the multi-mode development. There's a ton of GPRS/W-CDMA development going on, since about 100 operators are preparing for GPRS to W-CDMA transition. Where would the GPRS/1XRTT dual-mode impetus come from?

If there are no GSM operators clearly committing to 1x, there will be no GPRS/1X product development. So regardless of technological issues, the commercial prospects are zip.

I have a hard time seeing how GPRS/W-CDMA momentum can be stopped now - especially after Korea flipped. We had those "research reports" last spring predicting that some European operators would switch to cdma2000.

Instead, Koreans defected to W-CDMA. Now - that would *really* have merited a research report in May 2000. Seems like analysts were too busy trying to interpret Europe to see what was going down in Seoul.

Tero