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Technology Stocks : Nokia (NOK)

NOK 6.775

-3.6%

Nov 13 3:59 PM EST

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To: Mats Ericsson who wrote (2974)	12/8/1999 12:07:00 PM
From: tero kuittinen	Read Replies (4) of 34857

Maybe - but the only two reasons Microsoft won the PC browser war were Netscape's insistence on charging for its browser and Microsoft's ability to bundle its browser with PC's. These two advantages don't exist in the mobile browser competition. Moreover - Ericsson has pushed its WAP phone debut into next year. And that's the lame-o R320 with three lines of text. The real Ericsson WAP contender, R380, may not debut until June or so. They're not exactly spearheading the mobile internet revolution. I don't buy this phone/PDA WAP combo approach Ericsson is pushing this winter. This is a deal Microsoft needed last spring; before Phone.com built up its momentum, Nokia cut a deal with Palm and Psion picked up Matsushita. A half-assed Microsoft mobile data initiative with British Telecom and a joint venture with Ericsson where E. doesn't even support WinCE isn't much. Tero

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