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


To: mightylakers who wrote (8194)11/15/2000 1:53:09 PM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
There was a bitter feud over 3G in early 1998. The Siemens/Motorola/Alcatel alliance fought to the last vote to make TD-CDMA the GSM upgrade of choice. They lost and a compromise incoroporating some elements of TD-CDMA into W-CDMA was reached.

I don't think Siemens and Motorola ever really accepted that loss. They are probably seeing China as one way to resuscitate TD-CDMA and turn the tables on the W-CDMA camp, which was mostly DoCoMo/Ericsson/Nokia in 1998. Maybe that gambit will work. It seems like a stretch.

However, elements of TD-CDMA became a part of W-CDMA as a result of the 1998 compromise - and I think that's the reason Nokia started getting closer to Interdigital. Because Nokia is probably stronger in FDD than TDD. TDD became a part of 3G as a result of the 1998 deal - it wasn't something that DoCoMo/Nokia/Ericsson group originally wanted as a 3G component. I think. So Nokia may have seen Interdigital as one way to acquire the TDD expertise to complement the FDD development going on in-house. Of course - Ericsson probably thinks they have all the TDD expertise they need and then some. So they didn't think they needed outside allies.

Nobody but the Erics will have waded through this post; and they are probably itching to show that they can juggle the acronyms more nimbly than I can. Bring it on.

Tero