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Technology Stocks : Nokia Corp. (NOK)
NOK 6.480-0.2%Jan 9 9:30 AM EST

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To: slacker711 who wrote (1698)11/16/2001 9:14:29 PM
From: Eric L  Read Replies (1) of 9255
 
Slacker,

re: Webcast: Nokia at Deutsche Bank Alex. Brown's 2001 Technology Conference

<< ... core of my argument with Nokia. I think that the market needs Nokia to start pushing for these types of data services >>

My personal opinion is that more than any other company, they are doing so. You have to kind of look for it, because their public persona deals more with end results (available now, available in the future) then the technology underlying it.

The Communicator is testimony to this. It's more than a device, it's a software and services based business tool.

If you dig back on today's wireless "killer app" (1 billion SMS text messages per day - producing big revenue) it became successful (finally) due in good part to Nokia "Smart Messaging" which is rapidly evolving to MMS, and in its updated and packaged form it has just been licensed to Samsung.

Have you seen the webcast of Joe Barrett's presentation on November 15, 2001?

nokia.com

Webcast of Mr. Joe Barrett's (Head of 3G Market Positioning, Nokia Networks) presentation at Deutsche Bank Alex. Brown's 2001 Technology Conference held on Thursday, November 15, 2001 at 8:30 AM EST.

Joe deals with the issue of "timing" release of handsets.

Note that Qualcomm was there as well and one of the questions asked Joe (Nokia's DSPs v. MSM ASICs reference either it or a roundtable on silicon that was also held there.

Joe also deals fairly well with some questions on battery life for UMTS phones, state of the standards, etc.

<< If you look at Korea, the transition to 1x has been tremendously successful. I see no reason why this success should not be duplicated around the world. >>

It has indeed been tremendously successful. I am really not sure yet how much this has to do with color displays more than data services, but if you put the right tool in a consumers hands they will use it for data.

- Eric -
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