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Technology Stocks : Nokia (NOK)
NOK 5.935+1.1%Nov 21 9:30 AM EST

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To: Maurice Winn who wrote (1551)3/5/1999 10:59:00 AM
From: tero kuittinen  Read Replies (1) of 34857
 
Looks like happy days are here again. Mostly it's today's tech mania, but the CeBIT anticipation might start to have an effect as well.

WAP seems to be picking up speed almost daily. It's interesting to note that Alacatel actually has a WAP model on the market this month - they're the first in the world. Put this together with Alcatel's recent sharp handset marketshare gains and it's starting to look like they might be pulling off a surprise in 1999.

It's great to see France on the cutting edge with WAP, joining Nordic countries, Singapore and Hong Kong as one of the most advanced telecom markets - France Telecom became one of Nokia's earliest WAP customers, placing it among the trailblazers. Alcatel appears to be edging ahead of Siemens as far as internet mobile telephony is concerned; a little surprising when you consider Siemens' engineering pedigree.

Ericsson's announcement of a WAP model "this year" seemed vague. It will be interesting to see what the actual schedule is - widely expecxted to be revealed at CeBIT. It will also be interesting to see what the US timetable with WAP is. There seems to be several different and incompatible approaches to the whole internet phone concept in USA. Will this result in consumer confusion and a delay in wide implementation as happened earlier when the introduction of digital mobile telephony and text messaging were bogged down by the fragmented marketplace?

theregister.co.uk

Tero
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