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Technology Stocks : Nokia (NOK)
NOK 5.935+1.1%Nov 21 9:30 AM EST
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To: A.L. Reagan who wrote (4097)4/10/2000 8:20:00 PM
From: tero kuittinen  Read Replies (1) of 34857
 
Ericsson is now really interesting... they were talking about 10% handset margin last year. But have they stopped drifting downmarket or not? The continued talk of component shortages is surprising - this was the post-Christmas quarter. If Ericsson phone sales growth is below 20% year-on-year, analysts might finally gain a clue about where the industry is heading.

Nokia now has a shot at overtaking Motorola permanently in the wireless network market... that would probably play better on Wall Street than phone success.

Tero
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