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

To: Eric L who wrote (13454)	7/9/2001 10:30:34 AM
From: mightylakers	Read Replies (1) \| Respond to of 34857

Eric, so what's your comparison between HDR and EDGE now? Are they at the same stage now?

To: Eric L who wrote (13454)	7/9/2001 1:05:53 PM
From: ronho	Respond to of 34857

Eric. As you say, the GSM group will make the most of the the fact that the GSS infrastructure in place is an impediment to any effort to overlay QCOM's CDMA air technology on the GSM network. Further, doing such an overlay is illegal in the Euro Union countries. In any case, how the hell do you map a data only network to a voice or DOV network. These are different concepts and are basicly incompatible until Euro's prepare some place in their network for data only--and why woukd they do this. We may need to wait for the Fabled 6000 QCOM ASICS before a fluid interoperability can be achieved in those countries having both GSM and CDMA 1X EV networks. Will any Euro carrier build out 1X EV DO in Europe --- Having seen the trade protectionist policies of Europe in action, I doubt it. Now that NOK hase licensed QCOM's technology, they may be able to build W-CDMA DOV that actually works. On the other hand, NTT, which is certainly ahead of the Europeans, does not seem to be able to build a workable assync W-CDMA so far, even though they have licensed QCOM's technology. Admittedly, these are my impressions and they are stated without a detailed knowlege of the differences in the guts of the technology. This is too bad, because US, Korea, and Japan will be first to market with 3G applications -- and many of thew\se will become protected IP. Thus Europeans will be late to the money making 3G applications and will have to pay that price forever.