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Technology Stocks : Nokia (NOK)

NOK 5.935

+1.1%

Nov 21 9:30 AM EST

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To: sisuman who wrote (4102)	4/11/2000 5:24:00 AM
From: tero kuittinen	Read Replies (2) of 34857

You got it, Sisu. Can't believe this American spin on Motorola handset division. Some analysts are brazenly trying to argue that Nokia dropping below 40% in the US handset market is some kind of a major victory for Motorola. Well - a couple more "victorious" quarters like this and another company will be looking for a buyer for its phone division. Pyrrhos had nothing on Chris Galvin. Paging Planet Schaumburg - how is the fact that a Finnish company now has "only" 36% market share in America good news for Motorola? Nokia has hit 70% market share in Finland. Siemens is once again topping the German market. Alcatel is still number one in France. So what? It's only the global market share, sales growth and profit margins that matter. It's just too weird to see Mot apologists trying to turn North America into some sort of a leading indicator for global handset sales. America is not a leading indicator - it's a lagging indicator. Nokia has three new model lines out in Europe and Asia, but the new US models are arriving this summer. We don't get any sense of the real state of the competition until Nokia goes head to head with Motorola with the new range. Let's see 7160, 7190 and 8890 take on the Timeport line-up. This is what happened in Europe during the first quarter of 2000. And that's why the European numbers matter. The declining European orders for Motorola reflect how the mobile operators see the sales prospects of V-series and Timeport developing against the 8800 and 7100. When will it dawn on people what CDMA is doing to Motorola's handset margins? Has nobody here visited a Sprint store lately? Friends and neighbors; take a good look at the price tags of the best-selling phones. Then compare those to the prices of the leading models at Omnitel or Orange or Mannesmann. The most notable feature of the American high-end handset market is that it does not exist yet. By all means - pile into VOXX, folks. If you think that what happened to Motorola's margins will somehow spare Audiovox. Tero

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