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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (47489)	10/4/2001 10:47:41 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: Wireless Data Wars: MSFT v. NOK (SUNW) & QCOM << the giant from Redmond >> Wireless wise perhaps that should be stated "wannabe giant". Wish I could find the link for the newspaper or remember the name but there is an astute technology writer for a small Washington state newspaper who is pretty clued in to wireless happenings. He follows the tribe from Redmond but the state is of course the home of AT&T Wireless (TDMA), the UWCC (TDMA/GSM) and VoiceStream (GSM) and of course Cingular chose to launch GPRS there as well. This guy follows the technology battles up there pretty well and I've been meaning to check in and see if he has commented on recent events << ...Nokia clearly has awakened the giant from Redmond and it will be VERY CHALLENGING for them as they try to maintain their influence in the wireless world. >> CHALLENGING for NOK (and SUNW) or challenging for MSFT? <g> It is a battle, however, and there are several shaping up centered involving some of our favs centered around wireless data. One of the interesting ones is on the wireless chip side is between MOT, INTC, and TXN. I am not including QCOM since they are fabulous but fabless, but perhaps I should. All fun to watch, particularly since emotions seem to run higher in the wireless technology wars than they do in others. No question but that Bill Gate's and Steve Ballmer's emotions run high relative to this sector of their endeavors. Not everyone appreciates the offbeat bashing slashing technohumor of the UK's "The Register" but they have done a great fun job of chronicling the MSFT Symbian wars. A straighter-up commentary was offered up in June by "Computerwire": Microsoft Corp said yesterday that it would like closer collaborative ties with handset manufacturer Nokia Oyj. "From a Microsoft perspective ... we would love to have an even deeper partnership with Nokia," CEO Steve Ballmer said in an interview with Finnish national broadcaster YLE news. "We would like in the future to have even closer cooperation around software both for devices as well as the way PCs work with wireless infrastructure." This is hardly surprising, given that Helsinki, Finland-based Nokia is the world's number one handset maker and Microsoft is currently looking for partners to produce phones based on its Stinger operating system. Nokia, however, has not given any sign that it has plans to switch allegiance away from the Symbian EPOC OS it helped to create and toward Microsoft's code. Microsoft already has alliances with handset makers, Samsung Corp and Mitsubishi Corp. << The GOOD NEWS is that there is a wireless data tornado in the offing, and players are choosing sides, or attempting to. Defacto standards are emerging that will fuel the tornado. I am becoming increasingly convinced that J2ME will become the defacto standard of wireless application development environments. I also think that the ebusiness model of Club Nokia is directly competitive with the business model of QUALCOMM BREW. Its hard to say though, because full details of Nokia's model and its significance will not be released until later this year or at end of their fiscal, even though Club Nokia is already a functioning entity. With all that said I still don't understand exactly how JAVA fits into the projected business model of SUNW. - Eric -