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Technology Stocks : Nokia (NOK)

NOK 6.500

+1.9%

Dec 19 9:30 AM EST

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To: Eric L who wrote (8315)	11/29/2000 11:03:19 AM
From: tero kuittinen	Read Replies (2) of 34857

C'mon... I bet you have figured out by now that I'm relying on you and slacker for some of the research - you're a lot cheaper than EMC and measurably better than google. It's an OK price/quality point - times are tough all over. Those were interesting links. What's eye-catching here is that J-Phone is actually pulling away from KDDI in September/October mobile internet additions - despite the fact that KDDI had managed to draw nearly even in August. So if KDDI is addressing its problems, it doesn't appear to have any effect moving into the Xmas quarter. You nailed the issue about reasons for the KDDI mobile internet woes - but I'm not sure how much this issue can be addressed. KDDI phone vendors have had color-display models in the market for months now - it's not helping. Partially because the PDC vendors are hogging the Sharp color-display capacity (which is the key natural resource right now in Japan). And that's the worry; these component shortage issues will keep favoring DoCoMo and J-Phone as long as they hold the volume edge. And as long as they hold the volume edge, they will keep hogging the key components. This circle is even more vicious in the content market. EZWeb's latest share of new internet subs seems to be stuck well below 20%. They can't convince content people to switch R&D allocations with this showing. This is the Dreamcast/Playstation issue in the mobile context. That sort of situation can get really ugly really fast. That's the irony - all of the hand-wringing about engineering specs may have been wasted. The iron laws of increasing returns directly related to network size may be what determines the mobile internet market dynamics. The Brazil article is great! There's so little freely available down-and-dirty information that gets really specific. That's the big drawback of internet; every time the amount of available information doubles, the amount of available trash quadruples. Sifting through gets harder all the time. Take a hypothetical case of a discussion group on some topic; let's say a financial/wireless thread. With time, the amount of meta-posts increases and the amount of on-topic posts decreases. So in the end, there's a thread where people discuss people who discuss people who used to discuss the topic of interest. It gets very baroque and not a little weird. Tero

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