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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: tero kuittinen who wrote (8797)	1/12/2001 2:59:09 PM
From: Eric L	Read Replies (3) of 34857

Yo Tero, << The future of SMS is a question of market penetration. >> The current period of hypergrowth in messaging in the GSM communitty is to a great degree a result of internetwork interoperability, and massive and difficult efforts associated with SMS roaming (something we don't - yet - see in cdmaland and tdmaland). << 3210 and 3310 have topped at least 40 million in sales. They have picture-messaging and other Nokia messaging features. >> Nokia is biggest, bestest and baddest. Flexing a little muscle. Good to see. That's gorilla stuff. The future of messaging will be based on an evolution to EMS and MMS and standards based internetwork interoperability and roaming, the things that have made GSM the phenomonal success it is. Interesting to see how this proprietary play works out. Interesting as well that the Nokia 5185i is the only tri-mode in Verizons lineup (no Nokia's in Sprint PCS's) that is not WAP enabled, and that all WAP enabled Verizon and PCS phones use the phone.com browser (and they use phone.com WAP servers ... for more than WAP) and Nokia uses its own microbrowser. Coincidence? Messaging don't work. Hmm. Must be Verizon's problem. AMPS maybe. CDMA the dominant US technology now. Over 50% by 2004. US still #1 market in the world (dont give me that EU region stuff) till 2004. US a major investing stronghold. Seems to me .... Hold Kings lightly as Geoff says. Is Jorma still saying 1 B subs by mid 2002? Like In-Stat? Not 2003 like EMC? 550 million handsets next year ... with actual sub growth declining ... suitably aggressive. Have a GREAT weekend. - Eric -

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