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Technology Stocks : Nokia (NOK)
NOK 6.205+1.5%3:56 PM EST

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To: Caxton Rhodes who wrote (7620)10/16/2000 12:04:32 PM
From: S100   of 34857
 
Mark Cabi of C S First Boston

Author Maria Logan
Report Source Marc Cabi
(Added 10/16/2000 10:40:13 AM)Categories: Sector Reports, Stock Picks

Currently Bullish

They are bullish on the wireless sector and the mobile device manufacturers

They see a growth rate of 35 percent rate for the sector

Fundamentals are great in the United States

Carriers are showing strong promotions for holiday season

Overseas the services are trying hard to gain market share

They see handset sales to exceed 4M units

Stock Picks

NOK

Best positioned wireless company
30 percent market share
They have the highest margins in the marketplace
Buying opportunity here
Expectation got out of hand early this year
HAND

Leading the device market
Creative products
ERICY

Reports on the 19th of this month
Infrastructure is the best part of their business

netcog.com
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