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Technology Stocks : Nokia (NOK)
NOK 6.150-1.7%Dec 4 3:59 PM EST
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To: A.L. Reagan who wrote (7541)10/13/2000 7:38:42 AM
From: Hassell Anderson  Read Replies (1) of 34857
 
A.L.

NOK is the DELL of the wireless industry

Actually, I see NOK as the CPQ of the wireless industry. Like CPQ, NOK's strategy is based on vertical integration. Also like CPQ, NOK will soon learn that vertical integration REDUCES rather than INCREASES value to the customer. NOK's strategy of vertical integration will insure that their products fall further and further behind as the transition to CDMA occurs. Eventually, their prized margins will erode as the true DELLs of wireless begin to emerge, most likely from Asia.

Hassell
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