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Technology Stocks : Bluetooth: from RF semiconductors to softw. applications -- Ignore unavailable to you. Want to Upgrade?


To: Mats Ericsson who wrote (79)11/26/1999 8:02:00 AM
From: Mats Ericsson  Read Replies (1) | Respond to of 322
 
There is one more 'Guru' . Tero Kuittinen is a self-made technology writer. He is not Nokia employee, or insider, but educated and active on selected (Phone.com/Nokia/Ericsson/PSION/...) techno-stock-fan. And against against MSFT. Not to be taken too seriously. He just likes controversy.

Member 307490

Excerpts his letters:

....... the biggest commercial technology break-throughs in 2000 are Bluetooth, EPOC, WAP and GPRS......

........Bluetooth could become a way to keep mobile phones in synch with devices like printers, fax machines and PC's within 20 feet radius. So it's like a core technology for a miniature LAN.

......Bluetooth is probably the keystone in the battle between PDA's and mobile phones. Smartphones really need a fast, intuitive way to synchronize with PC's and laptops to crush Palm Pilot. This infrared interface is too much of a hassle for ordinary consumers.

......I think it's great that Intel and IBM seem committed they are probably angling for a new PC upgrade cycle. If Bluetooth breaks through commercially during the Christmas season of 2000 (which shouldn't be impossible) it might become a new must-have feature for PC's.

........Phone.com is just great - it was my favorite even before the IPO. I would like to see a little vision from my biggest favorite, though. Where is their Bluetooth project? Where are even infra-red links for the handsets? Was it a bright idea not to commit to Symbian when the four biggest manufacturers in the world did? When is their WAP 1.1 product coming out? I am not convinced that hitching your wagons to Microsoft in the mobile data market is the most visionary possible move right now.

.......Symbian was one of the main forces pushing WAP as a global standard. Microsoft tried furiously to fudge, hedge and delay the adoption of WAP, but was finally forced to join the movement. They really hate the idea of open, non-proprietary platforms. It looks like Microsoft's attempts to derail Bluetooth are failing as well. It's another nightmare for the Seattle crowd - no licensing fees or IPR costs for manufacturers implementing Bluetooth. So we have Linux, Symbian, WAP and Bluetooth, all originating or getting their biggest momentum and earliest adaptations from Nordic region & companies... it's an all-out, Scandinavian, egalitarian, open-source asssault on the Beast of Redmond.....
.........
TERO