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

To: Mika Kukkanen who wrote (10102)	3/27/2001 9:53:50 AM
From: slacker711	Respond to of 34857

I'm curious...did you write the previous post to goad Qualcomm shareholders? I tend to agree with you on a variety of things, and find it hard to believe that you truly support these statements. Economy of scale, handset choice to increase subs base and joining the global village are not things to dispel so easily Maurice, sorry. Handset choice? Economies of scale? I would love to hear your prediction of the first year that W-CDMA will outsell 1xrtt. Since CDMA operators are transitioning current spectrum over the next 18 months, most CDMA handsets sold in '03 will be 1xrtt. Which do you think will be more expensive....adding the IMT band for CDMA handsets or adding a GSM mode for W-CDMA handsets? It will be a situation analagous to the advantages Voicestream currently has due to the fact that handset operators simply have to add a band to existing handsets.... As for IPR costs, yet again, as cross licensing is in affect then costs tend to zero...unless one company claims virtually all IPR in a technology and so the cost goes up. The other W-CDMA IPR holders can cross-license until the end of time...and it wont change the underlying IPR rate that Qualcomm is charging. After the dozens W-CDMA of licenses...do you still think that Qualcomm is not going to get the same royalty rate? Slacker

To: Mika Kukkanen who wrote (10102)	3/27/2001 4:14:57 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

Mika, I'm hundreds of posts behind but a quick scan of the Nokian one today seems to say 3G is a fantasy [the Cochrane guy], Irwin uses hype [EricL], 3G spectrum was a lemming business and other screeds of nonsense. Such densely-packed wackiness makes me think I'm in a madhouse of desperate GSM Guilders whose currency is backed by mysticism, lies, ignorance, greed and hope [that GSM sales can just hold on against CDMA for another month or two or three - every month is $1billion extra so it's worth fighting every day and hour of the way for GSM to hold the line against CDMA]. So, I'm going to simply leave them to it for now. Yes, yes, you are surely right that CDMA will never see the light of day, it simply won't work, is late to market, has no support from operators, breaches the laws of physics and anyway you won't let it into Europe unless you get all the IPR money or Q! gets none. And you call me a religious zealot? Suffice to say that 3G is going to be the biggest thing in human history. And it will lead to something even bigger. Maybe Nokia won't take part in that evolution, but then, chimpanzees don't live in Noo Yawk and they are happy enough in their ancient way of life in the backwoods of Africa. Not everyone takes part in progress. Mq