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

To: tero kuittinen who wrote (1534)	2/25/1999 12:00:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 34857

Listen,we're dealing with two questions, one is which network makes the most sense at this point in time from the POV of a new carrier/country, and the other is which phones are better. IMO an operator choosing between IS95 and GSM is not going to be making a decision on the basis of handsets, at least not on handsets alone. I would presume that cost, ease of upgradability, and roaming capacity will be the determinant factors. Even if I give you the benefit of the doubt on the handsets, it would be hard to argue that by the time someone put up a new CDMA network, the CDMA handsets available will be inadequate. AS far as the other issues are concerned I am under the impression that from a total cost POV when one considers upgrade issues CDMAone is a slam dunk, so the roaming question is what remains and I'm not sure what the answer to that is. It's looking like it won't be long before a GSM/CDMAone phone is on the mkt, and if a converged standard is achieved, I think you'll see a falloff in the growth rate of GSM networks and an increase in CDMA, regardless of handsets. I'm not really so interested in the handset debate. As far as I can tell Q is making good progress, the phones size has become totally repectable, the standby and talktime is going up, and data is soon coming. I can asure you that here in the US where people DO have all these choices to make TODAY, they make a choice based upon network factors ie coverage, features, and PRICE. Then they choose a phone from what's available. We'll revisit this phone debate when the phones are on the shelves... In the meantime I'm a happy owner of both Nokia and QCOM, both of which I loaded up on at the bottom in OCT. Q is doing a nice job of catch up. I would suggest that the market is starting to see things somewhat differently than previously, and that you give more attention to the network and less to the handsets, even though that is admittedly more difficult.

To: tero kuittinen who wrote (1534)	2/25/1999 1:15:00 PM
From: Valueman	Respond to of 34857

Thin Phone has 4 days standby, and weighs 120 grams with a standard 800mAH battery. Those are realistic numbers. I suppose they could come up with an "up to" number as well if they carefully controlled the situation. Why bother? The range given by Nokia is ??? I don't know what they mean. They use a 900mAH standard battery. They are the best GSM can offer now according to you. The latest CDMA phones are equals, and in many cases superior. Japanese manufacturers have 80 gram CDMA models using the MSM3000 chipset. Superior technology. CDMA handset development surpasses GSM after 3 years. Your "apples to oranges" comparisons will no longer be useful. Apples to apples? The Nokia 2170 offers 2 hours of frequently disconnecting talk, 53 hours standby. PrimeCo salesforce refuses to sell them. Ameritech will give them away virtually for free. Shame. I don't see what's the point of even mentioning the times that require the external batteries. That's a strategy no other handset manufacturer has even considered. It's called innovation. Because Nokia has not considered it, does that make it unacceptable? Besides, the 3 ounce GSM-900 models will arrive in March from Motorola. ...and 80 gram CDMA phones are available in Japan. So what. CDMA handset manufacturers can develop and market phones much faster than GSM manufacturers. The development cycle is amazingly short. Unless Nokia uses QCOM chip solutions, they will not be able to compete. That is a guarantee.