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Technology Stocks : Nokia (NOK)
NOK 6.130+1.0%10:25 AM EST

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To: Ruffian who wrote (5008)5/25/2000 9:03:00 PM
From: t2  Read Replies (2) of 34857
 
I am interested in your take on whether NOKIA is a better stock holding from this point forward than QCOM (given today's declines in Q). I have a feeling that Q is always going to run into political problems and that uncertainty will hurt its stock price. The American wireless companies will generally be at a disadvantage in overseas markets, especially Asia. The communists just don't want a US company to call the shots. European and maybe even companies like NT (Canadian) will always have a slight edge in Asian markets.
I did buy Q at the end of the day thinking it could be close to a bottom. I do hold a large position in Nokia (2nd only to my NT).

BTW Great points on NT. It is a company with incredible momentum in optical and now appears to be picking up steam in wireless.(My largest holding)
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