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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: Eric L who wrote (5252)	6/5/2000 11:47:00 AM
From: tero kuittinen	Read Replies (3) of 34857

I sure hope your interest is piqued rather than peaked, Eric. The NMT replacement isn't about EU "controlling" Eastern Europe or other Montana militia-type paranoia. It's about which replacement fits into current NMT markets. There's considerable overlap between NMT and GSM, so consumers will want dualmode handsets that can handle GSM as well as the 400 MHz frequency NMT replacement. Which leaves us exactly where we are with with HDR and cdma2000. Where are the dualmode phones? Who will make them and will operators trust that they are competitive? The problem with Gorilla theory is not the original book; it's the way people interpret it. For some reason USA is the world's leading market for bestsellers that invite readers to believe that complex and difficult things can be boiled down to 3-4 simple rules. Scientology, Atkins Diet, Gorilla Game - just check in your brains and follow some simple rules and you can be smart/thin/rich. Gorilla Game has been turned into some sort of "Chicken Soup for the Soul" for greedy people. The idea that you can simply label different companies in different industries and then put them into neat little boxes apparently has great appeal to engineer-types. They like to approach investing as if it can be reduced to simple instructions. "Committee-based standards" = EVIL!! What's weird about this is how it contradicts the American reputation for individualism. Several people at SI have many really sharp and good observations - yet they undergo a scary transformation into Gorilla cultists at the drop of a hat. Hoodoo mumbo-jumbo about "proprietary open architecture" is supposed to guarantee the success of Globalstar or cdma2000. If that doesn't help, maybe auditing will. Tero

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