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

To: tero kuittinen who wrote (559)	3/1/1998 5:18:00 PM
From: Jim Lurgio	Respond to of 34857

Tero , With all due respect is there any reason you cut Donald Schillings comments from that release ? His company owned the patents for B-CDMA and sold them to Interdigital Communications which a consortium of IDC/Siemens/Samsung are going to bring to market shortly for the Wireless Local Loop. I don't think this technology is a current threat to PCS or Cellular but I believe it will be a major factor in the fixed WLL. What are your feelings on B-CDMA ? Jim

To: tero kuittinen who wrote (559)	3/2/1998 12:35:00 AM
From: Quincy	Respond to of 34857

Nice article. But, it gives me flashbacks on the digital-TV debate and that is not a good thing. Global roaming is a nice idea except we still have problems roaming with GSM (try Omnipoint.) Since North America is going digital with existing technology (IS95 and GSM), both of which attract thousands of consumers a week, I don't anticipate 3GW enjoying a "Nintendo" sales volume. This is needed to justify the infastructure. Incumbent technology is very entrenched: $40 a month and I am on a cablemodem with unlimited useage and bandwidth only limited by the web servers. The IS95 market is in big trouble? Japan and Korea will be enjoying IS95C data rates and satisfactory coverage before the first UMTS base station goes on line. Political forces will not stop it. The base stations are already there. From JGoren on the Qcom thread, try this link:http://www.dallasnews.com/business-nf/biz15.htm Far too many people just want to make a phone call. Let me be the first to admit that I am stubbornly against the marketplace trying to take advantage of a 200Kbps data stream on a device with a 8cm by 8cm display. My eyesight has decayed past that point a decade ago. The Dallas article confirms one of my investment fears: Adding features is going to reach a point of finite returns if consumers aren't going to use them. Adding features is also going to get killed by the size of the terminal. While the high-end market for PDA's, StarTac's and Q-phones seems to be limited, people don't mind spending $100 for a Samsung Phone to take advantage of Sprint roaming, cheaper rates, higher sound quality, and digital eavesdropping security. I know the spin of 3GW and, based on our reluctance to dump AMPS and VHS, I just don't predict customers wanting to switch phones any quicker than they are now. If this 3GW thing is going to take off, I am happy to see Nokia plans to be able to demonstrate UMTS by Christmas. Then, we can take a closer look at what they have labored to produce. Right now, I wonder if we are debating that which hasn't been defined yet. B-) Knowing what Qcom innovations do for IS95 (power control and rake receivers) I want to see if it will define a better cellphone. Despite the support from Vodaphone, I want to see if commitment from providers will match the giddy enthusiasm of the manufacturers. Will the increased investment actually help their profitability and customer satisfaction? Will the tradeoff for going mobile mean a per-minute charge for Internet use? CDMAOne is the only proven mobile format that allows you to re-use the infastructure AND the license for wide data (for which US providers are paying a fortune for.) You simply don't need wider bandwidth for voice and the market for data appliances is very limited. I enjoy the debate, Tero.