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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: gdichaz who wrote (3304)	1/17/2000 10:29:00 AM
From: tero kuittinen	Read Replies (3) of 34857

I'm a little disappointed on how lukewarm Nokia sounds on Crusoe. There were a couple of Nokia comments in a Finnish newspaper that were pretty dismissive. Linus Torvalds was the Open Source messiah of University of Helsinki before moving to Silicon Valley - it would be too cool to have some sort of a Nokia-Linux-Crusoe connection. But apparently Crusoe is initially aimed at PDA's like Cassiopeia. The Paul Allen link is supposedly connected to the fact that the power consumption of Crusoe-driven PDA's may be as little as 10% of the current PDA's. It wouldn't matter so much that WinCE is a powerhog if they can make the chips ten times more power-conserving. I'm a little concerned that Linus may have been lured into the clutches of Microsoft with this Transmeta bait. Will this give WinCE a second wind as a portable internet access device OS? On the other hand - the chips should accommodate Java, Palm Pilot OS and other alternatives just as well. Of course, we don't know what Texas Instruments has up its sleeves and Nokia does. Anyway; I can imagine what happens when Transmeta announces its IPO. I should have been nicer to Linus while he was still here at the university - it's probably too late to become "friends and family" now. Damn. You always realize which people to exploit only when it's too transparent to start doing it. What's surprising about multi-mode phones is how tough it seems to be to wrap even TDMA and GSM into one package. Apparently even GSM-900 and GSM-1900 have been too costly to bundle until this winter. Consumers were unwilling to support GSM 900/1800 dual-mode phones until their prices fell close to GSM-900 prices - despite 30% lower call rates in GSM-1800 networks. With two layers of licensing fees, the GSM-CDMA phones would have to be extremely attractively priced to compete with the GSM-900/1900 roaming model. Tero

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