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Technology Stocks : Phone.com [PHCM] -- Ignore unavailable to you. Want to Upgrade?

To: Ellen who wrote (484)	9/21/1999 9:13:00 AM
From: Eric L	Respond to of 1080

<< Nokia a "threat" to Phone.com?? Not sure how you see that. Nokia uses the WAP standard >> Yes but ... uses its own server. Part of a complete network offering for mobile wireless IP. Major competitor to phone.com. Particularly Europe where it has a large installed user base but US and other places as well. - Eric -

To: Ellen who wrote (484)	9/21/1999 9:20:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 1080

<Nokia a "threat" to Phone.com?? Not sure how you see that. Nokia uses the WAP standard> Ellen, this is where I don't know the answer. It seems to me that Nokia makes a server product that competes with Phone.com's Up.Link. Yes, they both have a standard, WAP, but it seems to me that Nokia sales are not good for Phone.com. Maybe there are patent issues where Nokia must pay Phone.com, but still I think it's not as good for Phone.com as a straight sale. Right? Earlier, it was said that Nokia was a lesser player. Maybe so. Maybe they get better also? Here, they are working with HP in a way that "looks" agressive. Maybe I just don't get it, but it looks like competition. About 2 months ago, I posted that SBC was using Nokia's server software and at the time it was discounted as a lesser product. But, why should SBC be willing to do that? They are a big player in this business and surely they have to get their ducks in a row well in advance of serious role out of wireless Internet. Sprint seems to be getting aggressive. I wonder if they are pushing the time tables ahead of expectation? Anyway, why is Nokia not a threat? Regards, Mark