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

To: Eric L who wrote (19729)	4/21/2002 10:06:55 AM
From: Eric L	Respond to of 34857

re: Aicent Asia GRX Hub for GPRS Roaming Getting the roaming issue under control ... >> GPRS Roaming Hub For Asia Created 16-Apr-2002 Cellular News Aicent says that it has commenced GPRS Roaming Exchange (GRX) services with a group of leading mobile operators, creating the largest GPRS roaming network in the Asia Pacific region. Currently participating in this GPRS roaming service are more than a dozen operators, including China Mobile, Chunghwa Telecom, CTM Macau, Far EasTone Telecommunications, Hong Kong CSL, Hutchison Telecommunications (Hong Kong), Indosat Multimedia Mobile, KG Telecom, MobileOne, SingTel Mobile, SmarTone Mobile, StarHub, Taiwan Cellular Corporation, and others. These operators collectively represent approximately 135 million mobile subscribers, or 70% of the total Asia Pacific GSM/GPRS subscriber base. "I am very pleased to see the achievement made by Aicent," said John Hoffman, Senior Director of Technology Evolution for the GSM Association, "and the strong GRX industry momentum in Asia. Aicent has played a key role in bringing together these leading operators and making GRX services a reality," he added. << - Eric -

To: Eric L who wrote (19729)	4/21/2002 12:43:03 PM
From: JScurci	Read Replies (4) \| Respond to of 34857

Eric, Regarding "success" or "failure" of 3g - I think many are missing the crucial point. It all depends on your legacy platform and migration path. For existing (IS95) carriers the transition to 1xrtt is a clear cut success no matter how much data services those customers end up using. Why? Because the 10-15% incremental network cost yields an 80- 100 capacity improvement. Tantamount to a risk free bet on the economic outcome of peoples' demand for data services. For the Euro carriers - remember that they've already been hobbled by the financial burden of their spectrum acquisitions (egged on in no small part by vendors' hype of both ease and economics of 3g deployment/transition) there is no risk-free test of 3g. Their 2.5G path involving GPRS means sacrificing needed voice capacity for uncertain performance and demand of such data capability; and their path beyond 2.5G involves yet more expense, uncertainty, capacity tradeoffs, and importantly, NO BACKWARD COMPATIBILITY! These carriers now realize that the're literally between a rock and a hard place. Hence the tepid demand for additional Nokia-led gooods and services. Success in 3G is who gets there first on the basis of carrier economics that work. And that spells IS95/1xrtt/ 1xev/CDMA2000. Nokia has begun a slow grind down from its reluctance to offer a technology/transition with viable economics for its customers.