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Technology Stocks : Nokia (NOK)
NOK 6.480-0.2%Jan 9 9:30 AM EST
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To: Jill who wrote (5447)6/12/2000 3:32:00 PM
From: Gus  Read Replies (2) of 34857
 
If I tell you that the percentage of undercapacity in some key components range from 80% to 90%, i.e., capacity can only supply 80% to 90% of demand, will you promise to double-check and then become more realistic about the prospects of the 1x rollout and hence, Nokia's need to buy chips from QCOM not only for 1x but for CDMAOne as well? Notice how the percentage of undercapacity neatly approximates CDMAOne's share of the global market? Note also that we're talking about lead times that range from 6-12 months with wireless voice demand a fast-moving target largely due to the Nokia-led campaign to drive the handset replacement cycle way up.

Those kinds of dynamics don't lie.
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