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

To: Mika Kukkanen who wrote (1732)	4/7/1999 8:06:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 34857

To Mike: Here to learn. In last paragraph: Curious how Nokia upgrades manages to get costs "near to zero" . How? Average or marginal costs? Seems as credible as a perpetual motion machine . In first paragraph: Also, do I understand that 3rd gen GSM conversion will be cheap because an entirely new and separate system must be built rather than using any (repeat) any of the equipment already in place? A complete new system is cheaper than an add on? How so? Suggest some basics economic analysis needed. Chaz

To: Mika Kukkanen who wrote (1732)	4/7/1999 1:24:00 PM
From: Quincy	Respond to of 34857

Thank you for your kind response, Mika. But, it wasn't a misconception. I don't feel good about the economic justification for "WCDMA" when it reuses very little of the existing infastructure and none of the existing spectrum or RF equipment. To upgrade to CDMA for High Speed Data Rates is one thing. To deploy CDMA just to solve TDMA capacity challenges is something else. That involves convincing people they need new handsets and obtaining more spectrum. My fear of WCDMA "upgrades" is the band they have chosen. Between 800-900Mhz, 1800-1900Mhz, and the 2.3(?)Ghz bands, coverage shrinks. Gives providers a good reason to delay that upgrade to find more cellsites to lease (and eliminate the CDMA "dead zones.") China's conversion to CDMA is inevitable. Even Nokia wants to sell WCDMA in some form to China. How can you reach the advertised data rates of GPRS and EDGE when your cells are already drowning in voice traffic? Good luck.