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Technology Stocks : Nokia (NOK)
NOK 6.270-1.4%Dec 12 9:30 AM EST

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To: Eric L who wrote (9040)1/30/2001 9:11:23 AM
From: foundation  Read Replies (1) of 34857
 
Not good for industry
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Eric,

Today will be a good test of my earlier speculation repeated below:

(I believe the most powerful effect of Q's Thursday conference call was that it sowed the seeds for a fundamental change in perception regarding Q's relationship to 1) GSM dominant vendors and markets and 2) the wireless sector as a whole. This shift is typified by the caption: "Qualcomm tops profit estimates as others falter.")

Should be an interesting day....

best, ben
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