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To: biostruggle who wrote (87744)	11/17/2000 9:15:33 AM
From: DanD	Read Replies (1) \| Respond to of 152472

Does this FUD play more into the Q's hands? If IS95 to CDMA2000 has a lower cost to 3G than GSM to WCDMA, and if the carriers are going broke as the article says, then true competive advantages should begin to show themselves in the next year as the supposed buildouts begin. Not to mention HDR services that will be very very attractive and competitive advantages next year. Dan D

To: biostruggle who wrote (87744)	11/17/2000 9:40:52 AM
From: turnmore	Respond to of 152472

I have lurked this board for a long tome, this is my first post. WRT the Fool article, TMF Mycroft has been a staunch supporter of Nokia for years. He has recently acknowledged an inevitable bond has formed between Nok and Qcom. This notion does not sit well with him. His perspective is skewed.

To: biostruggle who wrote (87744)	11/17/2000 10:37:46 AM
From: ivanelterible	Read Replies (1) \| Respond to of 152472

Re the 3G delay TMF - I submit the following proposal to the more knowledgable on the board. Doesn't Sprint have plans to roll out HDR 2.4 mbit data services next year? If so TMF is completely out to lunch on this (they have been before regarding W-CDMA and Qualcomm royalties). Aren't there also HDR rollout plans in Korea now or next year? The other supposition is that wireless providers are out of cash and can't develop 3G because of expensive license auctions. Probably not ALL wireless makers are out of cash, just some like the five mentioned (T, Deutsch Telecom, Vodaphone and others - all Nokia principal customers I suspect). The healthy and forward looking guys like Sprint are probably in excellent position to take market share away from the cash strapped ones too heavily invested in old GSM stuff like AT&T. Frankly, I am starting to smell the same W-CDMA/Qualcomm royalty disinformation rat now with this 3G funding. I am being paranoid of course, but after the hideous ignorance regarding W-CDMA royalties to Qualcomm by the financial press, which took six months to just now clear, I am ready to believe we are seeing the same thing again. And it may be that Nokia is at the center of more FUD regarding 3G to hide its own CDMA vulnerability. Nokia's 3G customers may be out of cash, but what about Motorola's and Samsung's? And Nokia still doesn't have a 3G license from Qualcomm? And they still can't make a decent CDMA handset? Am I stretching things unreasonably to propose that Nokia is FUD'ing the financial press (who still believe EVERYTHING they here from Nokia) with a 3G capital shortage boogeyman?