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Technology Stocks : Nokia (NOK)

NOK 6.585

+0.8%

Dec 24 12:59 PM EST

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To: Terrapin who wrote (2724)	11/16/1999 2:15:00 PM
From: tero kuittinen	Read Replies (4) of 34857

Actually - Microsoft's PC industry victory pattern doesn't seem to be repeated in the PDA industry. Palm Pilot keeps hanging on to its PDA supremacy. Now that Mindspring is bringing cheaper, sexier Palm Pilot derivatives to the market, it's hard to say whether WinCE can crack even the PDA market. Smartphone world seems to be dividing to Palm Pilot and Symbian camps. Alcatel and Siemens are apparently bringin PP models to market; Nokia, Ericsson, Motorola and Matsushita have promised Symbian models for year 2000. Nokia seems to be aiming to also offer a Palm Pilot model in 2001. Maybe Palm Pilot OS is the way North America will go, I would think that Symbian will be pretty strong in Europe and Asia since the top four brands in these markets are backing EPOC. In any case, WinCE does not seem to have a lot of maneuvring room. Picking Sagem for the British Telecom trials was as lame as it gets. If MSFT really can't find a better handset partner than Sagem for its first European smartphone venture they aren't looking too good. Tero

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