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


To: Eric L who wrote (12902)6/21/2001 10:55:32 AM
From: LarsA  Read Replies (1) | Respond to of 34857
 
Eric L, Ilmarinen, Mika et al.,
thank you guys! This thread has become really educational lately - now if we could only make Tero come back also...

Lars



To: Eric L who wrote (12902)6/21/2001 11:03:07 AM
From: carranza2  Read Replies (2) | Respond to of 34857
 
Very good. Thanks.

My take on all this: HSCSD is limited, obviously, and is not a good thing to push too hard on congested networks. A natural function of GSM's capacity limitations. Too much HSCSD not good.

If GPRS is significantly delayed (the nut-crunching comes this Fall/Winter when Nokia says it will unveil handsets in commercial quantities), the temptation to over-sell HSCSD might be too much for cash-hungry carriers to resist. Not a good thing for the GSM bunch. On the other hand, HSCSD will be a nice complement to GPRS. Can't wait to see the real data transfer rates for GPRS.

We'll see if Nokia delivers on GPRS. If it doesn't, we are likely to see its stock price in the teens. The Qultist's hooting and hollering will be deafening.

The Q-led qontingent has definitively beaten the Cabal in time to market with respect to migrating to 3G. It absolutely, positively has a leg up on the Guild. Will it make any difference in terms of changing any existing GSM carriers' minds? It hasn't so far, and I haven't seen any signs that any are likely to fall off the Cabal's wagon. But there is plenty of time yet for the Cabal to screw up its delivery of GPRS and WCDMA. It's well on the way to a major delay on WCDMA, not a good thing for the Q from a royalties point of view.