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Technology Stocks : Nokia Corp. (NOK)

NOK 6.510

+0.6%

Jan 2 9:30 AM EST

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To: deeno who wrote (42)	11/14/2000 2:52:59 PM
From: Puck	of 9255

Your question is within the topical scope of this thread. My decision to create this thread was in reaction to the environment on the original "Nokia" thread, which I thought was becoming less and less conducive to constructive conversation about Nokia and the greater wireless industry. If you go and visit it you might perhaps understand my motivations but I don't care to delve any further into this issue because it would serve no purpose. Suffice it to say that you're welcome here. I certainly agree with you that 12 to 18 months from now a massive new amount of products and services will hit the market with force resulting from the buildout of the 3G networks and new technologies such as the enabling bluetooth standard, and that there will be wonderful business opportunities for those companies capable of exploiting them. This question of who the winners will be is so very broad that I can only begin to suggest my own beliefs. Hopefully others will add their own opinions. I think that services related to the mobile internet and the handset and infrastructure providers which provide the hardware for the transmission and reception of such data will be the winners. Nokia is positioned to be the biggest winner among the handset manufacturers but the onus is on Nokia to execute, which is to say this market is Nokia's to lose. I think Ericsson will be a big winner on the infrastructure side once it rectifies the profitability problems it is having with its handset division. Nortel is being very aggressive in attempting to secure a significant share of the 3G infrastructure market and it may be quite successful. Qualcomm is a favorite of the posters on the "Nokia" thread because Qualcomm will receive a licensing fee for the use of its patent portfolio from the sale of every 3G base station and mobile handset. I think that the wireless services industry will experience more exciting growth than the hardware side because it is just now being originated. I would encourage you take a look at Infospace, the owner of Silicon Investor--there's a very informative Infospace thread--whose goal is to provide the software infrastructure and services on a private label basis for 3G wireless service providers. Mobile positioning will become a very important industry. In this space I find Cellpoint to be quite interesting because it is the only company with commercially deployed mobile positioning services and is receiving revenue from them. Since their solution is software based utilizing open standards, the implementation of their products is very easy because it involves no significant hardware installation, just a software overlay. Because it has open standards, other companies can integrate whatever products they have with Cellpoint's systems. For this reason, Cellpoint refers to the flexibility of their solution as being "future proof". Qualcomm purchased a mobile positioning company called SnapTrack last winter. Snaptrack's solution is hardware based and not yet commercially deployed but has attracted quite a bit of interest. The wireless services industry is so young that I expect that most of the great services companies may not have been created yet. Anyway, that's all I can add for now, but its a start. Stick around--

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