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Technology Stocks : Nokia Corp. (NOK)
NOK 6.290+1.5%3:59 PM EST

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To: waitwatchwander who wrote (2507)9/25/2002 6:45:03 PM
From: Eric L  Read Replies (1) of 9255
 
Trevor,

re: The great mobile phone conspiracy

<< Denmark-based Strand Consulting has a habit of bundling provocative statements when releasing its reports, and the company's latest is no exception. >>

There is probably much truth in Strand Consulting's statements.

<< the company sees no other reason than that different manufactures must have sat down in secret and agreed to adopt this strategy. In other words - a terminal manufacturer world conspiracy worthy of a Hollywood movie. >>

I'm not so sure about the secret part. OMA was from the outset an initiative to get everybody on the same page as to the priority of applications and enablers to create a mass non-fragmented market for wireless data services.

The pieces that had to come together were WAP 2, MID P Java, MMS, DRM. The standards had to be properly matured, the backend servers and gateways developed, ordered, and deployed, and memory and display technology had to advance. Then there is content and applications development (still weak but progressing), interoperability, tarriffing, roaming, and other commercial issues.

Within their markets the Japanese and Koreans (government, carriers, vendors, and content developers) worked much more diligently to put the pieces together than elsewhere.

- Eric -
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