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

To: carranza2 who wrote (13060)	6/27/2001 3:02:34 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: The Bleedin' Edge - Some Comments That's right, snooker the suckers. Again ... [That's right, snooker the suckers. Again ... Spectral efficiency? Well... You can fool some of the people all of the time ... What's the choice, pay for the spectrum and cross fingers wrt GPRS? ... AWE was clearly the dunce at the party ... Nokia better deliver this Fall or it's match point to Q ... Not PR. Reality ... Uh, oh. It might be match point to Q already ... Oh, my. Tut, tut ... Nokia hype? ... Read: Almost demented ... Lots of BS, in other words I hope that you don't mind if I repost the Julian Herbert article (next post) on GSM-EDGE unedited, and in its entirety, since if I wanted to emphasize important points in the article, I would have bolded in entirely different places than you chose to do. As a Qualcomm investor, getting an up to date perspective on where EDGE stands, and what its implications are is rather important to me, since for all intents and purposes, TPTB at Qualcomm have had a tendency to stonewall this particular technology, and have gone so far as to say that it will never see the light of day.. This 3G technology exists in the sense that the standard is finalized, AWS has committed, and infastructure will ship shortly. It is now a step in the migration path for carriers in North and Latin America, and both Ericsson (who originally proposed the standard) and Nokia are committed to delivering it, and it would seem that the migration to EDGE, using the GPRS bearer service is not quite as convoluted as Qualcomm has intimated. I think the most interesting part of the article is that Cingular, contrary to prior public statements, may consider a GSM overlay to their (11) TDMA networks, and GSM-EDGE rather than TDMA-EDGE. If so this sets up TDMA dominated Latin America as a major battlefield. Qualcomm, also, does not have an answer for GAIT, and they have a similar problem on their plate right now to solve in order to bring home Nextel. << I love this guy; he's nicely ironic >> Julian is a numbers cruncher, and the numbers he crunches require a great deal of "getting inside the numbers". He is objective, and he is conservative. When Julian takes it upon himself to author an article like this rather than entrusting it to one of his very able staff researchers, the issue is important to him, and I listen. If you want to talk to a guy that probably knows, overall, what is happening in the wireless industry, worldwide ... talk to Julian. ... but always remember, Perry LaFUDge recently said: "EDGE doesn't look like it will happen ..." ... and, of course, Dr, Irwin Mark Jacobs has been quoted recently as saying "I don't think EDGE will see the light of day," EDGE has most definitely come off the back burner. EDGE is in play. This is NOT a question of what is the best air-interface technology. It is a question of what carriers perceive to be the best end to end technology choice when they are faced with the question of how to migrate. - Eric -