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

To: Eric L who wrote (2581)	10/21/2002 6:53:24 AM
From: LarsA	Respond to of 9255

Eric, "Best I can do with that question" - best I've seen! To be saved. Thanks, Lars

To: Eric L who wrote (2581)	10/21/2002 8:55:13 AM
From: slacker711	Read Replies (4) \| Respond to of 9255

As carriers reevaluate business models which most are doing, they have to at least consider EDGE as an alternative or complement to WCDMA if they are licensed for 3G or consider EDGE as an upgrade to GPRS if they aren't in order to compete with 3G, just as they need to consider sticking with GPRS if data takeup fails to materialize to the extent they had planned. I think I have a decent amount of patience....but waiting for GPRS success is beginning to remind me of waiting for Godot. The gist of your response seems to be that there is no compelling reason to upgrade to EDGE currently but once GPRS takes off there will be. I can buy that....except I will need to see more analysis that agrees with Nokia and Ericsson on the basestation upgrade cost. The various articles that I have seen seem to make it a "no brainer" (to use IJ's favorite term) for recent deployments of GSM but talk about replacing the tranceiver in the basestation for older deployments. This would seem to make sense only AFTER GPRS begins to overwhelm system capacity. The issue of speed is basically a non-starter for me. It would be a nice addition but I doubt that speed alone could justify the cost. Any ideas on the amount of horsepower that EDGE will require in handsets? I ask because TXN has been able to grow revenue these last couple of quarters because of increased semi content in GPRS handsets. If Nokia decides to make EDGE standard in their handsets, I hope it would give another growth cycle for TXN (and others). Slacker