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To: marginmike who wrote (15341)	9/22/1998 2:12:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 152472

To Marginmike: Well stated. As an addendum. Nokia has tried to get its feet wet in CDMA - even to the extent of setting up shop beside the Q works in San Diego and working out its own CDMA chips. To Nokia's credit, the company has hedged its bets. Has walked tightrope IMO re Ericy and GSM. Your discussion of how Nokia evolved its poor phones at first to the best GSM/analog phones despite the MOT and Ericy leads in analog and GSM respectively would indicate that Nokia may well be able to be a major contender in phones themselves for both the current and evolving CDMA One area as well as whatever emerges as 3rd gen CDMA. Without doubt the Q is in the best position re CDMA overall and NT and LU are major players in CDMA infrastructure, but is there room for a major Nokia CDMA phone set presence? And maybe infrastructure later? Could be IMO. Comments? Chaz

To: marginmike who wrote (15341)	9/22/1998 7:22:00 PM
From: Dave	Read Replies (2) \| Respond to of 152472

Mike: "Who cares, analog is obsolete, and when 3g is introduced so will GSM." Well, one of the differences between Analog and GSM/TDMA/CDMA is that it is digital. When will 3g be introduced? AMD is gaining huge amounts of market share. Therefore, by your logic everyone should dump Intel and purchase AMD. Right? I think not. Then why is there the aspiration of all companies to be the number 1 or 2 in their respective fields? Why not be the faster growers? Unfortunately, mike, your logic is flawed. Ericy and Mot are getting killed for slightly similiar reasons. ERicy b/c they do not have a good handset compared to NOkia. Mot is getting killed b/c they lack a digital handset. Although the Startac looks pretty cool! Nokia owns the digital handset market. You have yet to accept that. Of the digital wireless infrastructure, meaning TDMA/GSM/CDMA, what percentage is TDMA/GSM, in the world? I would venture to say that it is over 80%. That is 80% of the existing infrastructure has a clear upgrade path. dave