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

To: propitious7 who wrote (2481)	9/23/2002 7:52:47 PM
From: Eric L	Respond to of 9255

propitious, re: plainspeak << Finns are, I believe, known for their plainspeak, and Mr. Vanjoki should, I suppose, be commended for telling the Euro carriers that they really don't need 3G ... Surely it lacks finesse for Nokia to pronounce these verities. >> I confess that I was taken aback when I saw the headline ... Nokia Exec Sees Little Need For Much-Touted 3G ... and I sometimes wonder if journalists have control over the headlines placed on their articles. Having said that I think the overall article is perfectly appropriate at this time and I consider Anssi to be a plainspeak guy and Paul de Bendern to be a decent journalist as Reuters journalists go and not particularly prone to sensationalism or fabrication (although his article really didn't set out the context of the remarks, which somewhat puzzled me). CDMA is the chosen access method for third generation 3GSM voice and multimedia data networks and it is an appropriate choice but there is in fact ample capacity available on existing networks (provided they are properly up to date and properly optimized - which some may not be) and there are absolutely no existing compelling applications for mobile wireless data today that make CDMA a yesterday or today imperative. << Surely it lacks finesse for Nokia to pronounce these verities. Is this good customer relations? >> Yes it is, IMO. It is much better customer relations than trying to convince their carrier customers who have already determined in light of the current economy and their own economic circumstances, what they need and when they need it, other than what they know after serious reexamination that they need as they prioritize application and content development and implement back end requirements while they the advantage of the requisite applications side enablers that are finally arriving. Preliminary budgets for 2003 infra capex have already been set and they can only go down from here, not up. In the interim, there are a myriad of issues to work through for delivering data services over the GPRS and WAP2 bearers (just like there are and will be for 1xRTT) and building consumer demand for those services and they'll all apply to WCDMA at some time in the future. While some of these issues are technical and relate to the RAN and underlying bearers, many are not. Many are commercial issues and marketing issues. Focus needs to be applied to those issues now, and if not 2004 infra capex will be just as lean as 2003 capex. << Will the folks in Asia and latin American buy the new line that "MMS is 3G." >> The folks in Asia have already bought it. KDDI borrowed it from J-Phone. Korea too on their 2.5G (they aren't about to dumb-down 3G regardless of how many "Dear Kim" letters they get from IMJ) 1xRTT networks on top of the color display WAP 2 browser trick they borrowed from DoCoMo iMode. Latin American will love it (eventually). They are not remotely close to implementing 3G networks. 3GPP MMS is a third generation service and one that is not particularly time sensitive and it is also one that is available on enhanced current generation networks. That's called forward and backward compatibility. Seimens recently did a nice whitepaper or article on this. I've been meaning to go hunt it up. Remember when CDG and Qualcomm called 1xRTT an interim step to 3G? Is there any reason why GPRS should not be called an interim step to 3G? Best, - Eric -