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

To: Eric L who wrote (2263)	5/28/2002 12:31:13 PM
From: Eric L	Read Replies (2) \| Respond to of 9255

re: Microsoft on OMA & Wireless (Interview) Long, but worth a read since Microsoft WILL be a major player in wireless space ... >> Silicon Valley Speaker Series: "The Future Of Mobile Devices - The Wireless Data Revolution" Remarks by Juha Christensen, Microsoft Corporate Vice President of Mobility May 22, 2002 microsoft.com << Juha discusses * Emergence of smart wireless devices * Importance of software in this emerging market * Microsoft’s vision for empowering a new economy around the development, distribution and consumption of wireless data, software and services. * Nokia ... <g> QUESTION: What do you think of Nokia’s software licensing strategy and what will be Microsoft’s SWOT analysis, Strength, Weakness, Opportunity, Threat, of Nokia? JUHA CHRISTENSEN: Okay, that’s a short question with a very long answer potentially. It’s no secret that we consider Nokia our biggest competitor in this space and we have people more or less full time on tracking what Nokia is doing. Your question what do I think about OMA or that had the word open in it, I think it’s hilarious that the word open is part of that because I think it’s a thinly veiled selling program for Nokia’s series 60 and coming series 80 and soon series 40 platform as well, and it’s aimed at getting an ecosystem built in much the same way as we build an ecosystem. I don’t think it’s hugely credible to say it’s open because it’s really focused on intellectual properties that are controlled by Nokia. So that’s sort of my rant on that. In a more serious tone I think winning in this space here is going to be all about developers and enterprises. I think the company that first secures the developers in mass volumes and gets a lot of applications written and gets traction with enterprises is going to have the advantage in this space here. And I think this is where Nokia is going to have some difficulty because they are not traditionally a company that’s used to driving a big ISV community. They’re starting basically from a standing start in that space, so I think they will have some challenges in that space. I think it’s a formidable company. I’ve worked closely with Nokia people for a long time and some of my good friends are at Nokia. It’s an extremely well run company, very focused on the consumer market, trying to very quickly get into the enterprise markets as well, and I think it’s going to be a very interesting next two or three years and it’s great to have a competitor who is smart and who is relatively agile. I won’t give you our full SWOT analysis because I like to keep that to myself and my team and draw our own conclusions from it, but we have done them. We have very, very considerable large slide decks with SWOT analysis and going even much further than that as well. << - Eric -