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

To: tero kuittinen who wrote (8797)	1/12/2001 2:59:09 PM
From: Eric L	Read Replies (3) \| Respond to of 34857

Yo Tero, << The future of SMS is a question of market penetration. >> The current period of hypergrowth in messaging in the GSM communitty is to a great degree a result of internetwork interoperability, and massive and difficult efforts associated with SMS roaming (something we don't - yet - see in cdmaland and tdmaland). << 3210 and 3310 have topped at least 40 million in sales. They have picture-messaging and other Nokia messaging features. >> Nokia is biggest, bestest and baddest. Flexing a little muscle. Good to see. That's gorilla stuff. The future of messaging will be based on an evolution to EMS and MMS and standards based internetwork interoperability and roaming, the things that have made GSM the phenomonal success it is. Interesting to see how this proprietary play works out. Interesting as well that the Nokia 5185i is the only tri-mode in Verizons lineup (no Nokia's in Sprint PCS's) that is not WAP enabled, and that all WAP enabled Verizon and PCS phones use the phone.com browser (and they use phone.com WAP servers ... for more than WAP) and Nokia uses its own microbrowser. Coincidence? Messaging don't work. Hmm. Must be Verizon's problem. AMPS maybe. CDMA the dominant US technology now. Over 50% by 2004. US still #1 market in the world (dont give me that EU region stuff) till 2004. US a major investing stronghold. Seems to me .... Hold Kings lightly as Geoff says. Is Jorma still saying 1 B subs by mid 2002? Like In-Stat? Not 2003 like EMC? 550 million handsets next year ... with actual sub growth declining ... suitably aggressive. Have a GREAT weekend. - Eric -

To: tero kuittinen who wrote (8797)	1/12/2001 4:04:54 PM
From: sisuman	Respond to of 34857

Tero - What's your opinion on Nokia's future on wireless devices which go "beyond handsets"? We now have Nokia releasing its Mediascreen prototype, which appears to belong to a generic category I'll call web tablets (although some will probably just access the internet and some, like Nokia's also have digital TV capability). In addition we have MP-3 players going to grow big as flash memories get up into the 64 bit range; and PDA's; and car navigation, etc. devices; and medical monitoring devices, etc., etc., etc. It would appear logical for Nokia to enter some, or many, of such areas as device volume potentials get sufficiently high. Another option, reinforced by Jorma's recent comments about Nokia becoming more of a software company, is to make a separate business out of the applications software area - selling specific functionalities which can be downloaded to handsets or to other wireless devices. How's your crystal ball? By the way, that future forecaster for pay, Andy Seybold, is predicting that there will be 600 million wireless information appliances in use worldwide by 2002. But maybe that's just 590 million $10 Bluetooths. Sisuman