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

To: 49thMIMOMander who wrote (13134)	6/27/2001 7:03:01 PM
From: A.L. Reagan	Read Replies (1) \| Respond to of 34857

Airman, you may (or may not) be correct on the technical ease (or not) of creating EDGE. Even GPRS, into which a lotta lotta R&D and field trial effort has gone, has not exactly knocked the lights out, so it's hard to comprehend how EDGE can be easier. Maybe it is, based on GPRS learning curve. The main obstacles I see are business and market related. While the NOK's, ERICY's and MOT's of the world have a significant constituency amongs the TDMA crowd, I think it is fair to assume that the relative size of the pie will shrink since only</> current TDMA operators will choose this migration path and some quantity of TDA operators will choose some other path. So, in my mind, this creates a shrinking value chain, and one into which vendors aren't likely to sink much resources relative to other standards (but they'll play lip service all day long to delay any defections unto the evil Jacobites.)