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

To: Dave who wrote (1011)	9/26/1998 9:19:00 AM
From: tero kuittinen	Read Replies (1) \| Respond to of 34857

You're right... it's all about integration. Actually, some say that Nokia's real edge lies in software. They somehow are able to make their phones extremely parsimonious with power use. Developing these kind of super-efficient phones has been a half a decade project. That is why I think it's unlikely that rivals are able to overcome Nokia's lead in the near future. Another issue is the display technology. I just saw the first picture of Ericsson's new GSM/TDMA/analog worldphone set to premiere in late -99. It looked like it still had only two lines of text. As e-mail and messaging becomes more and more common among phone users, having 4-5 line displays is really a must. Ericsson is going to have to sell this worldphone up to 2002 to recoup costs - and the display is already outdated now, in 1998. As soon as Nokia is going to offer their worldphone the combined advantage of superior display and superior talk-time/standby times should be considerable. I know these issues have been covered already... but the big issue right now is the ability of other companies to emulate Nokia's new phones. Will the competitors match the technology and design of Nokia's -98 models? Or will they fall short even with their newer models? So far, none of the new competing models show signs of innovative edge. Motorola's V-series in the 1Q of -99 might be the next benchmark. Tero