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

To: slacker711 who wrote (3440)	1/28/2000 9:29:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 34857

A novel topic on the thread... Nokia! I hope this won't disorient people. No, I don't think that 7110 is shipping in volume in the sense that earlier models like 3210 did. Nokia apparently delivered more than 100 000 units during the first six weeks or so, but that's not the normal pace. On the other hand... Siemens canceled its 1999 WAP launch entirely, nobody's seen Ericsson WAP models and Motorola is apparently a no-show in January. Far as I can tell, Nokia has at least 90% of the WAP market right now. People are widely expecting a 9000 series WAP relaunch at CeBIT in February. So Nokia might get a second-generation WAP phone out 1-3 months after the competition launches the first-generation WAP phones. Let's talk about porn - you can get the blond joke of the week and people are pretty enthusiastic about this, but there's no hard-core stuff available yet. I hope we get that by this summer; of course, this is the real measure of the maturity of any new technology. Both VCR and internet made their commercial break-through via selling sex. Last week there we saw the first stock purchase made via a mobile phone in Germany - M-trading should get a wide commercial launch by summer. Bills can already be paid via WAP phones in Nordic countries, I expect Germany and England to follow suit by June. Operators probably want to see a selection of 2-4 different WAP models before the really get serious about pushing value-added services. Which should happen by March. The most interesting race is now between Ericsson and Motorola - which of them gets their model out in volume first and becomes the 7110 alternative for people not thrilled with the slide-cover concept. Tero