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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Terrapin who wrote (2724)	11/16/1999 2:02:00 PM
From: Bux	Respond to of 34857

You should by all means defend Qualcomm but then try to add to the information about Nokia in some way. I may not agree with everything Tero has to say but at least he mentions Nokia once in a while. I agree that participants should keep the discussion on-topic and I will try to do better in the future. But open discussion can not be considered such if dissent of specific points is not allowed. I will not be mentioning Nokia for the sole reason of mentioning Nokia. Additionally, investors that haven't figured out that Nokia cannot be fully discussed without understanding and discussing Qualcomm's business are a bit behind the learning curve. It would be more accurate to consider Qualcomm a partner of Nokia as opposed to a competitor. Had Nokia management embraced this model more fully a few years ago, Q may not have ever manufactured handsets in commercially significant numbers and Nokia's share price might be many multiples of it's current value. And I am not putting down the performance of Nokia shares, which has been excellent but trying to illustrate that things are not always as they appear. Bux

To: Terrapin who wrote (2724)	11/16/1999 2:04:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 34857

Nokia belongs to the Symbian Alliance. A British fellow called Psion and his company developed a Palm Pilot like device. It uses an open platform, unlike MSFT. Perhaps Nokia will use the PSION device. I am not certain. But I don't believe NOKIA will use MSFT CE. I have not heard favorable remarks about the MSFT CE. Here's an article I posted earlier about PSION: Psion's take: Get out of the office David Levin, the chief executive of hand-held computer and software maker Psion PLC, doesn't have a laptop and carries his palm-top computer in his pocket. Speaking at the Morgan Stanley Dean Witter pan-European Internet conference, Levin said he believes executives need to learn how to unchain themselves from their desks by taking more advantage of hand-held mobile computing devices. "We believe the Internet will go into the pocket and this will have a dramatic impact on a number of businesses out there." Psion is best known for its major stake in Symbian Ltd, a joint venture with Ericsson AB (ERICY: news, msgs), Nokia Oyj (NOK: news, msgs), Motorola (MOT: news, msgs) and Matsushita. Along with developing software, Symbian has developed the EPOC operating system technology for smartphones and other devices. EPOC is generally expected to become the industry standard for these devices, but it's got competition from Microsoft Corp., which has developed a competing standard. Levin believes that Symbian's EPOC will become the standard operating system for these devices but does believe that Microsoft will strike back. Anybody who "isn't threatened by Microsoft every minute of the day" isn't paying attention to the marketplace, he said. He believes Symbian will be the first-to-market and that the software is in "pole position." He said digital mobile phone penetration has gone further in Europe and Asia than in the U.S. where PC usage is still highly popular. While the late 1990's have seen mass usage of mobile phones, 2000 to 2020 will see high usage of wireless information devices and smart phones, he said. By the year 2050, he said the market will see something called "e-shadow," which will sort out and select appropriate information and context aimed at consumers' and businesses' needs. In any case, a thread about NOKIA, should be a thread ABOUT NOKIA. I believe the people from Q should confine their remarks to their own thread. Sincerely, Mephisto

To: Terrapin who wrote (2724)	11/16/1999 2:15:00 PM
From: tero kuittinen	Read Replies (4) \| Respond to of 34857

Actually - Microsoft's PC industry victory pattern doesn't seem to be repeated in the PDA industry. Palm Pilot keeps hanging on to its PDA supremacy. Now that Mindspring is bringing cheaper, sexier Palm Pilot derivatives to the market, it's hard to say whether WinCE can crack even the PDA market. Smartphone world seems to be dividing to Palm Pilot and Symbian camps. Alcatel and Siemens are apparently bringin PP models to market; Nokia, Ericsson, Motorola and Matsushita have promised Symbian models for year 2000. Nokia seems to be aiming to also offer a Palm Pilot model in 2001. Maybe Palm Pilot OS is the way North America will go, I would think that Symbian will be pretty strong in Europe and Asia since the top four brands in these markets are backing EPOC. In any case, WinCE does not seem to have a lot of maneuvring room. Picking Sagem for the British Telecom trials was as lame as it gets. If MSFT really can't find a better handset partner than Sagem for its first European smartphone venture they aren't looking too good. Tero