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Technology Stocks : Nokia (NOK)

NOK 6.160

+1.5%

Dec 8 3:59 PM EST

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To: EJhonsa who wrote (7754)	10/19/2000 11:53:08 AM
From: slacker711	of 34857

As others have said, a great quarter, although if slacker's comments about ASPs is true, then handset shipments rose by "only" 59%, which is lower than the last couple of quarters. My brain was only half functioning during the CC ....my notes are terrible (7am CC's are not a strong suit for me). However the 59% growth wouldnt really be bad. I think the general industry estimates for unit shipments for '99 were 270m and for '00 are around 420m. This represenst 56% YoY growth. Since the first and second quarters were particuarly strong, I wouldnt be surprised if overall growth was below 55% during the third quarter. They are still picking up marketshare.... did you hear anything in the CC about GSM-based GPRS, MP3, or PDA phones? Not really....GPRS phones were mentioned a couple of times but more in terms of the schedule than features. Like I said, Jorma tends to be a little combatitive during the CC, I dont think they like to give out new information. No info. at all on MP3 equipped phones.... Slacker

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