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

To: Eric L who wrote (13512)	7/11/2001 3:20:41 AM
From: calgal	Respond to of 34857

Analyst says Nokia has strong balance sheet, knows how to use it Tuesday July 10, 7:33 pm Eastern Time Brought to you by ON24 biz.yahoo.com

To: Eric L who wrote (13512)	7/11/2001 6:51:19 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 34857

<The other setback in Korea if you're a cdma2000 fanatic is the choice of 3GSM technology by SKT & KTF. Korea is pretty saturated, and eventually some portion of subs will migrate from cdmaOne/cdma2000 to 3GSM.> Funny how Koreans whine about CDMA royalties to Q! then select VW40 with double the royalties and half the functionality [unsynchronized, less spectrum efficiency, late to market, low market share = high unit costs, less roaming ...] I suppose some dough from Doh!CoMo helps. I remain bamboozled as to the reasons people choose VW40/W-CDMA/3GSM. It's late, doesn't work well and is inefficient, but at least it costs more. Mqurice

To: Eric L who wrote (13512)	7/11/2001 6:02:50 PM
From: quartersawyer	Respond to of 34857

Eric- "One thing that 'i-mode' proved is that it is not about data rates" Without a contesting higher speed service with good applications and business plan, there was no proof. And with an i-mode button on every heavily subsidized handset and service contract, the number of subscribers had to be high. With the media counting every subscriber as a "user", the illusion of the "wildly successful" service, in a monopoly-cultivated condition of choked wirleine access to the net, the global marketing run was set to go. I don't think you can rationally trust any NTT numbers on the subject, given the chronic strains and distortions of NTT and its market. With KDDI 1x/Java/Brew, we'll have the competing service. Maybe a similar contest in Seattle with GPRS/i-mode vs. 1x with and without BREW. Then you can look for proofs.