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

To: Eric L who wrote (19444)	4/9/2002 4:32:52 PM
From: Eric L	Respond to of 34857

re: Hutchison Whampoa H3G 2002 Italian UMTS Launch ... plans to use NEC GSM/UMTS handsets for its commercial launch. >> H3G To Launch 3G In 50 Cities 08/04/2002 Europemedia.net Tamsin McMahon Hong Kong telecoms firm Hutchison Whampoa said its Italian mobile subsidiary H3G plans to launch 3G services in 50 Italian cities by the end of 2002. The company said it plans to use NEC GSM/UMTS handsets for its commercial launch. It signed roaming agreements with network operators for UMTS services in urban areas and GSM in other parts of the country. The Italian government has allowed H3G to install 650 base stations and the company is waiting for approval on 2,000 extra sites, it said. H3G holds one of Italy’s five 3G licences, along with incumbent TIM, Omnitel Vodafone, Wind and Ipse. Italy has about 50m mobile subscribers, and TIM leads the pack of operators, controlling about half the market. << - Eric -

To: Eric L who wrote (19444)	4/9/2002 5:12:32 PM
From: slacker711	Read Replies (1) \| Respond to of 34857

... and never mentioned Nokia's role in the Open Mobile Architecture Initiative, or how they would best apply there strategy, or appear to intend to apply the strategy. I wasnt very impressed with Christensen....he never dug into the details of either OMA or Symbian. They are even licensing their browser now (though not their chipsets). Much of what they are doing seems to play by what Christensen wanted. I also have a tough time seeing RIMM being as successful as he thinks. George Gilder unambiguously states that CDMA will eat GSM's lunch but in reality technology can arrive before users can really use it .... very often a conventional approach proceeds along at its pace and catches up by the time the user has the need ... bandwidth hungry applications are slow to come .... our lives just don't change that fast ... as fast as technology changes ... Not surprisingly....I disagree. I think camera phones are precisely the type of application that consumers want and will be willing to takeup quickly. Digital cameras have hit the mainstream and as long as the camera phones are easy to use, I think they should be a mass-market item from the beginning. Slacker