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Technology Stocks : Nokia (NOK)
NOK 6.225+0.7%3:59 PM EST

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To: 49thMIMOMander who wrote (10313)4/4/2001 4:51:46 PM
From: Eric L  Read Replies (1) of 34857
 
re: New article (4/3/01) by Tero Kuittinen

"Where the Wireless Bears Went Wrong"

(Special to TheStreet.com)

Part 1

thestreet.com

Part 2

thestreet.com

"What this episode illustrates is the kind of a sentiment trap we are seeing in bad times: As investors increasingly get their cues from the weakest companies in any given sector, they tend to assume that the performances of all companies in the sector blur together. What the hard times are actually triggering is a widening performance gap -- something that has grave implications for the weakest links." ... At the moment we have an excellent case for arguing that phones are not becoming a commodity. And that's a case built on statistical information ...

- Eric -
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