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

To: Eric L who wrote (18550)	3/2/2002 12:50:08 PM
From: Eric L	Read Replies (2) \| Respond to of 34857

re: MMS at CeBIT I find this comment interesting: "The last thing we want to do is have (multimedia) phones but services not ready ... we do not know why Nokia is hyping (multimedia messaging)" - Ronald Garriques, Motorola - Correct me if I'm wrong but didn't Motorola get out there with GPRS phones (kludged together though they might have been) 1 full year ahead of anyone, and well before there were any services they could take advantage of, and didn't the industry (including) blame Nokia for retarding GPRS adoption by not delivering GPRS handsets until the content drivers of mass adoption were closer at hand? ... and I suspect Nokia won't be alone putting emphasis on MMS at CeBIT, although they will let others dork around with EMS. Nokia Spearheads MMS alone in CeBIT February 28, 2002 CommerceNet Scandinavia Timo Poropudas Anssi Vanjoki is Nokia's point man in handset presentations. The next big wireless industry exposition will at Hanover CeBIT 2002 in two weeks. Even if the mobile communications sector will be only a small part of the huge CeBIT trade fair, it rivals all other mobile fairs in importance and probably surpasses others in visitor numbers. Some of the major wireless companies are already are telling what they will be doing in Hanover on March 13-20. Many players at the Cannes trade show last week played down the launch of multimedia messaging. Nokia is the only company aggressively promoting multimedia phones. It plans to launch a multimedia model by the middle of 2002 and has said it expects a volume market already this year. Others are holding back. "The industry today is taking a bit more cautious approach. It is finally trying not to overhype it," Lucent Senior Vice President Scott Erickson was quoted in a Reuters news story. Motorola, its nearest rival, does not plan to sell multimedia phones until early next year unless demand and services pick up quickly. "The last thing we want to do is have (multimedia) phones but services not ready," said Ronald Garriques, head of mobile phone products at Motorola. "We do not know why Nokia is hyping (multimedia messaging)." Sony Ericsson has not yet unveiled a multimedia device. The situation is looking like it was with the beginning of the WAP hype. Nokia was pushing it aggressively while Ericsson was playing it down. Nokia is bringing fairly heavy-duty canons to CeBIT to spread its message. It will have a press conference on Tuesday, March 12, featuring Matti Alahuhta, President, and Anssi Vanjoki, Executive Vice President, Nokia Mobile Phones One of the Nokia’s key topics this year will be MMS (Multimedia Messaging Service). Nokia is expected to catch up with competition by bringing phones with color screens to the market. Club Nokia’s demos will include Club Nokia Photo Zone for mobile imaging, as well as new music features. Samsung, the Korean giant consumer electronics manufacturer, has released most detailed information about its CeBIT offerings. It will unveil a new range of handsets at CeBIT. Including the SGH-V100, a GPRS handset with a color screen and the ability to receive streamed video programming. The SGH-T100 and SGH-T200 models feature 16 polyphonic voices for enhanced ringtones. The T100 also has a TFT color screen. In addition, Samsung plans to show two new CDMA handsets, including the SCH-X290 with 40 polyphonic sounds and the SCH-X275, with an integrated digital camera and color LCD. Sony Ericsson will launch several products at the CeBIT next month, including more color-screen phones, according to a Reuters' news story. The company has not made any public announcements about its intentions in CeBIT. Philips, Europe's biggest consumer electronics group but a dwarf in mobile phones, also is betting on color screens, games and wireless Bluetooth technology to connect phones to computers and other appliances. "It is still a very early market. No one has a final concept of which services will fly," Volker Ziegler, head of mobile solutions at Siemens, told Reuters. "The industry has not agreed on what is the killer application." << - Eric -

To: Eric L who wrote (18550)	3/2/2002 1:31:18 PM
From: elmatador	Read Replies (1) \| Respond to of 34857

Thanks. First we have two points to clarify: Reports are very political. They can't be hard-hitting and direct to the point. They are sold to operators, vendors and analysts. To content Greek and Trojans they have to make soften the blows so that their readership don't come on them by getting written -by some ghost writer journalist- conflicting views that undermine the credibility of the producer of the reports. So we have to keep this in mind and read the reports with a grain of salt. Vendors and pundits love to make this connection SMS to MMS so we need to clarify this connection here. We must -I know you do- separate SMS from MMS. MMS evolves from SMS by borrowing from SMS paradigm. But it is a new platform. Vendors and pundits do not make a connection between WAP and MMS. (for obvious reasons) but MMS is an extension of the WAP Gateway. We here in this thread live with those things without problem. By being the supplier of WAP gateways, wireless vendors have a technical advantage vis a vis new entrants in the MMS segment. ________________________________________________________ Incumbent means companies that sold/sell SMS systems. New Entrants means companies the invaded this segment selling MMS systems. ________________________________________________________ INCUMBENTS: ADC, COMVERSE, LOGICA, CMG, MOTOROLA, NEW ENTRANTS: MATERNA/SIEMENS, ALCATEL, UNISYS, WIRAL, TECNOMEN (I guess Nokia is an incumbent too, but I haven't put on my notes.) Ericsson MMS platform is the new version (V4.0) of Ericsson WAP gateway. WAP 2.0 First Release of MMS had DoCoMo jointly with Ericsson promoting WAP based in TCP/IP. (SMS runs over SS7 a data channel) 73% of the Asia Pacific total had WAP Gateways by Sept. 2000. NOK claims 50 operators use their WAP Gateways. ERICY claims 70 operators. Operators gave away WAP content for free to 'sweet' its subscribers for subs retention. Developers didn't make money and didn't put efforts to create content. Revenue sharing agreements between operators and developers will be critical for the content of MMS. But it will kick start with the 'prosumer'; the guy who is -at the same time- producer and consumer of content. So that you could access your e-mail over MMS. Or access a photo one keeps at a web page and such easy to start uses.

To: Eric L who wrote (18550)	3/2/2002 6:03:15 PM
From: 49thMIMOMander	Respond to of 34857

Frost&Sullivan seem very restricted due to selling their stuff to sharecropping contracting operators. Additionally they seem to have no understanding of WAP+GPRS+"best effort for free", pay more for guaranteed bandwidth, which obviously spills over to not understanding MMS. Any guess on how much it costs to include some MMS software in the flash memory of a handset, once the software is tested and verified?? Maybe F&S should analyze: - hyping WAP-on-SMS-messages-8-minutes-delayed to boost ability to increase debt and bubble share holder value - "free handsets" on sharecropping contracts, to boost number of contracts and how to get out of that catch-22 situation.. Ilmarinen Pretty funny how Poropudas is very careful with words like "A new report predicts", "according to the new report", "the report reminds", "The study also points to", etc Here it gets really funny for somebody who remembers the times when it was cheaper to use monthly flat-headed fees for wired customers compared to installing billing hardware and software: <Pre-pay customers will have an important role in the development. “Therefore, the implementation of a real-time billing system for pre-pay customers is a precondition for reaping the full rewards of MMS,” the report states.> Pre-pay is obviously the operator killing MMS application, just like share cropping contracts... Is this an analysis or a recognition of a threat?? <Frost & Sullivan foresees interoperability and roaming problems to have an adverse effect on MMS uptake during 2002 and 2003. > Nokia, on the other side, predicts mergers among the failing equipment manufacturers who don't know how which side to bend over in the process of producing open standards. Ilmarinen Old finnish saying, "when you bow deeply in one direction, you show the other end in the other direction", originally without the full contemporary american meaning, but works even better with it. Btw, in terms of MSFT, I totally trust the smarter guys in USA, if MSFT doesn't change their (evil, destructive) ways, MSFT mightl be worse than IBM, who anyway survived because their products actually worked, most of the time (although not as crash-proof as VMS) That is, MSFT need some radical internal change, once again (as when going for NT) to produce both not crashing and not bloating software, additionally capable of handling real-time events. (all the stuff both Linux and Symbian master, as did VMS, in its days)