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

To: tero kuittinen who wrote (4651)	5/9/2000 11:18:00 AM
From: Wyätt Gwyön	Respond to of 34857

Doesn't NOK have a good PR department? Sounds like they kinda blew it at HQ. This from briefing> The Nokia presentation was an announcement of the new Nokia Internet Communications group, located in Silicon Valley with 400 employees. NIC is a new group focused on "merging the last mile" with handsets. The problem, however, was the presentation was entirely focused on how great the internet is, or will be, when handsets become fully integrated with the web, and we all book airline reservations from our phones, and NIC products will enable it to be a secure purchase. Most slides had fluff like "NIC is scaling the transaction infrastructure of the internet." or "NIC is protecting and extending the network." This is the exact same mistake that Marc Andren made 3 years ago at the H&Q conference when he discussed the "cool" nature of the internet, with no focus on why Netscape would dominate it. What money managers really want from a presentation is this: "Whose lunch are you going to eat, how will you keep someone from eating your lunch, and just how big a lunch is it, anyways?" Nokia didn't answer any of those questions. There will likely to be little harm done to Nokia the stock since the NIC group is only a small portion of the overall company. But Nokia lost an opportunity to make a significant announcement of this group to the money managers, who might have been interested in a glimpse of the future revenue potential from these products.

To: tero kuittinen who wrote (4651)	5/9/2000 11:42:00 AM
From: slacker711	Respond to of 34857

we should be able to put aside our trivial little squabbles and concentrate on what is best for South America. Absolutely.... We just disagree on what exactly is best for the people of South America. You seem to think that it is enough for them to have voice services (and a little bit of data on a tiny little screen). I think it is time for you to put aside nationalistic/personal grudges and allow everybody in the world access to the greatest leveling tool since the printing press....you have heard of the internet? Message 13640787 All brought to you through the wonders of CDMA.... Slacker