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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: Labrador who wrote (55)11/15/2000 11:18:44 AM
From: tero kuittinen  Read Replies (2) of 9255
 
Lab - I think network-based localization tehcnologies are going to be more attractive than GPS. Simply because it's not reasonable to expect that replacing current mobile phones with GPS models can happen in less than 3 or 4 years. There is little enthusiasm among phone vendors in putting a GPS chip in all model ranges. With a network-based technology, you don't need this huge upgrade cycle to get localization services running.

Picking the winners among different localization companies isn't easy. These stocks are event-driven and speculative; pure momentum plays. I don't see much sense looking at weekly swings - if you make a medium-term bet on this stuff, you better just forget about it and then think it through again after a couple of months. You win or you lose - but that's not going to be determined by what the sentiment is this month.

In the M-commerce space, the stocks will likely keep having 10-20% swings - even within one trading day. Investors either accept it or they're better off with large-cap companies. I don't think Snaptrack is the worst enemy of Cellpoint - I think the biggest worry is competing network-based solutions.

This stuff isn't retirement fund staple - but what the hell; if you're looking for a six-month sizzler it ain't going to be General Electric. No six-month bet can be called investing - it's speculating. A "recommendation" including the phrase "carrion stock" should be interpreted as a signal about the risk level.

Tero
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