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Technology Stocks : Nokia (NOK)
NOK 6.510+0.6%Jan 2 9:30 AM EST
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To: Nils Mork-Ulnes who started this subject1/12/2001 2:07:36 AM
From: pass pass   of 34857
 
NOK reminds me of DELL's final glory days. When CPQ and GTW warned, DELL still could beat expectation. People thought CPQ and GTW had their company specific problems and continued to award DELL with insane valuation. Finally, DELL confessed the plain truth: PC market is saturated. Now ERICY and MOT have been struggling for several quarters, NOK seemed to see the beginning of its end. How to avoid repeating DELL's story: make newer gadget. Had DELL been more serious about server and storage, it might have been treated like EMC.
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