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Technology Stocks : Nokia (NOK)

NOK 6.775

-3.6%

Nov 13 3:59 PM EST

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To: tero kuittinen who wrote (2583)	10/26/1999
From: Wyätt Gwyön	Read Replies (1) of 34857

Nokia has kept the expectations in check and held on to their 25-35% projection I thought the big news about Nok last week was that they were going to grow 40% next year. Was that not the number being bandied about? Nokia execs could also have walked up and down the Park Avenue last summer promising the moon and the stars to anyone who listened. I think analysts were relieved that Nok finally is learning the game. You know in the past Nok's stock has been punished cuz mgmt. did not provide proper guidance. Cramer (a contrary indicator, perhaps, but also something of a weather vane vis-a-vis Wall Street perceptions) talking out loud about dumping his Nok shares the day before earnings (coupled with that stupid 20/20 thing), also grumbled about hoping Nok mgmt has finally learned how to play the game. Looks like they have--this past quarter anyway. Most telecom analysts have bought the P.T. Barnum circus act that CDMA proponents have put up for them. Please remind me which digital standard has the fastest growth rate. More on the "circus act" below. They sincerely believed that GSM and TDMA network growth was in decline - because the boys from San Diego told them so. Is this really true? Do you have evidence that Jacobs or other top management from Qualcomm (assuming that's who you mean by "the boys from San Diego") told analysts that GSM and TDMA are in decline? And how do you know what analysts "seriously believed"? I don't think CDMA is any less important than TDMA for Nokia. On the one hand, you call the CDMA camp a "circus act", which to me is an implication that CDMA is a joke, a collection of hucksters. You imply that "most telecom analysts" buy this pitch hook line and sinker. Is that what you think about Alex Cena of SSB? On the other hand, you say CDMA is "no less important" than TDMA--perhaps more of a concession than you would have made in the past. It is really hard to tell where you're coming from. Well, not that hard, really.

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