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Technology Stocks : Nokia (NOK)

NOK 6.730

-0.7%

Nov 14 3:59 PM EST

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To: sisuman who wrote (4475)	4/29/2000 3:19:00 AM
From: gdichaz	Read Replies (2) of 34857

sisuman: Again the narrowness of focus is evident. Wireless and wireless phones and handhelds are not just 3 companies - Nokia, Ericsson and Motorola. "No name" companies in Taiwan are coming on fast in both GSM and CDMA. China will enter with major production in China for export before we fully realize what a huge manufacturing base that can be. The Japanese (including the big household names in appliances) will be major players in both CDMA and WCDMA (not GSM since none in Japan). And on and on. The point is that Nokia's real competition over the next 3 to 5 years will be from Asia. Best. Chaz

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