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

To: EJhonsa who wrote (6745)	8/1/2000 5:57:23 AM
From: gdichaz	Respond to of 34857

Eric: Very thoughtful post. The advantages to wireless choice is the clue here. They are two primarily. One, the obvious, no wires, no tie down. Two, choice of content. Access from anywhere at anytime for whatever suits your particular interest is very attractive, particularly if it is not all that expensive. While TV has the couch potato market and will continue to be a means of escape for many, the possibility of two way communication and selection of content is most easily accomplished by a combination of wireless and the internet. And the beauty of that is - both exist now and the competition for improvement in both is strong. This is where companies such as Qualcomm at the wireless end and Cisco at the internet end have a huge advantage. Then there are companies such as Nortel that have major skills in both. The wireless / internet/intranet bridge is key IMO. No one way TV or cable or other legacy system stands a chance in this competition in the medium term - let alone the longer term. While it is impossible to know what shape all of this will take, data speed and mobility are crucial advantages. And Qualcomm covers at least a major area of potential here - the wireless end. And Cisco may turn out to be in a similar position on the internet side. And Nortel is working hard on end to end solutions using access to Qualcomm technology and JDS Uniphase for example in combination with Nortel's own system skills. Nokia would be well advised to think in these terms and probably will. Nokia's future is more likely to be in the crucial wireless / internet nexus than supplying boxes. The implication is to use the best cutting edge technology where it is available - to pick and choose. Let us hope Nokia moves in that direction. Interestingly enough Nortel provides a model. Best. Chaz