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Technology Stocks : Nokia (NOK)

NOK 5.935

+1.1%

Nov 21 9:30 AM EST

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To: t2 who wrote (3980)	4/5/2000 11:14:00 AM
From: tero kuittinen	Read Replies (1) of 34857

It's all up to the network sales now - I don't think the handset story has as much mileage in it. * SBC-BellSouth link-up means major expansion orders and probably a move to WAP, GPRS and EDGE. * Latin America may start passing out 1800 MHz licenses with a W-CDMA upgrade path - which would be a 10 billion dollar market in medium term and play directly into Nokia's only number one market position in the infrastructure market; GSM-1800. * IDO and DoCoMo are set to place their W-CDMA orders and Nokia is now flying telecom execs to its Japanese test sites for technology previews - Chinese and Korean deals coming up. There's plenty of action in Europe, Middle East, Africa and South-East Asia... but it's the USA, Latin America, Japan and Korea that represent virgin territory for Nokia. Wall Street will probably demand expansion to new territories from the telecom giants this year. The P/E ratios are sky high; they need to be justified by demonstrated ability to expand beyond past core markets. This is the make or break year for the mobile infra companies. Tero

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