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Technology Stocks : Nokia (NOK)

NOK 6.975

-5.0%

3:59 PM EST

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To: Maurice Winn who wrote (4327)	4/22/2000 11:06:00 AM
From: arun gera	of 34857

>>[assuming the high prices are not a transition to disaster like Apple's high prices and declining market share in the early 1990s before the brilliant recent turnaround]. >> Maurice: Apple has partially been rescued by the internet. With the http protocol being more important than the computer operating system. I think that handset features on cell phones could be less important when high bandwidth is available on the handset or any other device in the true IP mode. Sooner or later the focus is going to shift from the handset to wireless applications, especially business applications. Right now the battle seems to be in the communication layer software. And it will go on for another two years before we see who the clear winner will be. Meanwhile, how do Nokia and Qualcomm compare on their abilities to deliver higher layer sofware applications for wireless use? Or is Microsoft going to take that market too? Arun

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