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


To: Caxton Rhodes who wrote (13534)7/11/2001 3:53:17 PM
From: Maurice Winn  Read Replies (2) | Respond to of 34857
 
Actually Caxton, to be fair, there are plenty of people at Nokia who are not like that. Heck, some of my best friends are Nokians and they seem, by and large, kind of civilized.

While it seems true that Nokia has used the W-CDMA vapourware to prolong their GSM sales advantage, they have perhaps made a genuine [if incompetent] effort to make GPRS work because that would help prolong GSM life. It's a shame it gobbles spectrum and batteries so much [but at least it's expensive].

If service providers think they've paid a bundle for 3G spectrum when the technology is a lemon, they are going to start to get annoyed at Nokia [and Ericsson and D'oh!CoMo though DCM's money should help calm them - Nokia's vendor finance could come home to haunt them too though maybe there isn't much of it actually out there yet since W-CDMA is still on the drawing boards].

Mq



To: Caxton Rhodes who wrote (13534)7/11/2001 4:07:50 PM
From: A.L. Reagan  Read Replies (1) | Respond to of 34857
 
Let's say the lying sacks of shit at Nokia

Knew I could count on some quality bashing in response... <g>

there are lots of folks, including myself that seriously doubt Nokia can make WCDMA work.

I'm in that camp as well.

So the sooner WCDMA is blown off- the sooner 3G systems get built with cdma2000. Thus Qualcomm does better with no WCDMA launched, cdma2000 launched later by GSM crowd

Well, that might have been a plausible theory back in 1998-1999, when I believe the rallying cry was "GSM is toast!!". But seriously, and I think you know this in your heart of hearts, ain't gonna happen.

There is also the theory, that when it comes down to it, Qualcomm will save the day for the carriers that do choose WCDMA by actually making WCDMA chips and systems that work.

And it may well be that the recent licensing deal is a real enabler to this win-win scenario. I hope so. The die is cast with the GSM/UMTS migration, and that which hastens its arrival is of benefit to both players, IMO.

As Mightylakers just observed, a certain degree of trash talking is part of the game, but when it gets to the point of mutual damage so that everybody loses, there is no point.

Maybe I should have more patience with my fellow QCOM shareholders. Not so many years ago MOT was the #1 bashee, until people realized the benefits to QCOM if MOT succeeded. So, although old habits evidently die hard, perhaps there's hope after all.