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Jim Mullens

07/07/06 11:57 AM

#17277 RE: Data_Rox #17272

DR, Re: NOKs China 3G comments and these snips-

“Additionally, the merger between Nokia's Networks Business Group and the carrier-related operations of Siemens last month also strengthened Nokia's position in the TD-SCDMA standard. This is because Siemens is one of the key TD-SCDMA developers and runs TD-Tech, a TD-SCDMA joint venture with China's Huawei Technologies.”


“In addition, Ho remains doubtful on the future of multi-mode 3G handsets that can access different 3G networks on one single terminal.”


<<<<<<<<<<<<<<<<<<<

1. As I recall, the Q has both a WCDMA and TD-SCDMA license with Siemens.

1.1 Wonder which Q’s license prevails (NOK / Sie) in the JV, and if that is solely up to Qualcomm?

1.2 Wonder how the new JV hampers Nokia Siemens Networks’ ability to garner China 3G contracts without a Q WCDMA license.

2. Re: “Ho remains doubtful on the future of multi-mode 3G handsets that can access different 3G networks on one single terminal.” Wonder if Ho wrote (advised) Jorma’s memo to Gates that HDR (EV-DO / HSDPA) would never work ?


Microsoft's Bill Gates captured this attitude in a July 11, 1999, e-mail admitted as evidence in Microsoft's U.S. antitrust trials. It describes a meeting between Gates and Jorma Ollila, chief executive of the Finnish wireless company, Nokia, where Ollila mocked Qualcomm's fast data technology, then called HDR.

"Jurma (sic) ... says HDR is another fraud from Qualcomm where exaggeration sways people who don't hear both sides of the story," Gates wrote in the e-mail. It's on the Web at www.usdoj.gov/atr/cases/f4700/remedy1.pdf.”


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IronAir

07/07/06 1:23 PM

#17278 RE: Data_Rox #17272

NOK jv's w/Siemens; TD-S+Wcdma; core competence is now ?

Didn't really make the connection until seeing DR's recent post, but given Nok's track record, the JV is the topic of many smokey Beijing backrooms.

Suspect China is being aggressively courted to somehow align with Wcdma . . . . or at least to trade royalties for market access . . .

Seems to me that Nokia's core competence is no longer handsets, but has become regulatory manipulation and bureaucrat pocket lining.