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

To: tero kuittinen who wrote (8193)	11/15/2000 12:30:27 PM
From: mightylakers	Read Replies (1) \| Respond to of 34857

TD-SCDMA, IMHO, is nothing more than a political play from the Chinese go. The "inventor" Li Shihe doesn't have a real good reputation among his peers. He failed badly when he was assigned to develop CDMA WLL project so somehow he came up a new invention to justify the money threw at him. He's good at keeping the good relationship with "upper side" and hyping his masterworks. Siemense, on the other hand is playing the mind game with Chinese, seeing Chinese strong intention of having a say in the standard body. Promising Chinese of some big bucks that who know when they will send therefore getting a better relationship with the decision body. However, not even most of the Chinese manufactures showing a lot of interest in going TD-SCDMA. So we will have to wait and see how that part pans out. In the mean time I'm more interested in NOK's play in TDD territory. So I would like to know what is Nokia's perspective regarding the potential in TDD market.

To: tero kuittinen who wrote (8193)	11/16/2000 1:14:27 PM
From: mightylakers	Respond to of 34857

Tero. If the Chinese manufacturers really start concentrating on this variation, they'll run the risk of what happened to Japanese vendors during the Nineties; they got stuck on PDC Put aside whether Chinese will use this variation. I think you need to adjust that Euro-centric angle a little bit for the 3G future. China, and Asia will be the most important force for the time to come. And for the most part China will have the power to affect what should be used throughout Asia as to the world in the future. They just haven't realized it yet, well not really because from some of the Chinese articles I read recently, looks like Chinese start to put a clamp on GSM with that no further GSM expansion should be allowed in the future policy. Whatever the contracts in your hand are from past agreements. Once this last frenzy past, the real picture will show up.