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

To: Caxton Rhodes who wrote (9585)	3/3/2001 6:21:05 PM
From: Puck	Respond to of 34857

I just know what the completion dates are (and some of the penalties for breaking the deadline), as reported in the press releases announcing the contracts. Ericsson will be up sh*t creek if it doesn't finish building out MobilCom's network in Germany by July, or so. Other European networks have completion deadlines for differing parts of this year and next. Regardless of this unfinished standards business, Ericsson has been shipping WCDMA equipment for at least three months. This standards business sure doesn't seem to be delaying NTT DoCoMo's plans. Their network is mostly complete at this point. I suspect this standards issue is much less than it's made out to be--a red herring. Whatever it is about, I suspect that Ericsson and Nokia will be in agreement. Since they have around 80% of the market, their word is what counts. Maybe the N. American companies are fractured or something, but the Scandinavians can move without them. I guess that Nokia will wind up with much of Lucent's and Nortel's business in the end.

To: Caxton Rhodes who wrote (9585)	3/3/2001 9:16:59 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

Caxton, << I think the WCDMA problems are known, they don't even have an agreed upon standard yet >> That gets as old as it is inaccurate. For all Irwin and Rich's "moving target" baloney, the published 3GPP IMT-2000 standard is 'Release99' with R4 & R5 well defined and in progress (and these include standards for the all IP net). Nokia, Ericsson, et al commercializing to 'R99'. Now on the 3GPP2 side we have IS-2000 Release A with Release B which I guess will include TIA/EIA/IS-856 (1xEV-DO) in progress, then 1xEV-DV evolving behind that, and separate discussion of standards for the all IP network, in the works. Of course CDG still says: cdma2000 has been divided into 2 phases. The first phase capabilities are defined in a standard known as 1X. Completed in the July 1999, this phase of cdma2000 carriers the TIA standard name of IS-2000 and the ITU standard name of MC-1X. 1X introduces 144 kbps packet data in a mobile environment and speeds beyond this in a fixed environment. Features available with 1X are a two-fold increase in both voice capacity and standby time, advanced packet data services, as well as greatly extended battery life and improved sleep mode technology. All of these capabilities will be available in an existing 1.25 MHz channel. The second release of 1X is being worked on in the TIA and will support faster data speeds with peak rates up to 614 KBPS. cdma2000 phase two, known as 3X, incorporates the capabilities of 1X, supports all channel sizes (5 MHz, 10 MHz, etc.), provides circuit and packet data rates up to 2 Mbps, incorporates advanced multimedia capabilities, and includes a framework for advanced 3G voice services and vocoders, including voice over packet and circuit data. "Moving Targets" aboundeth. - Eric -