Nokia (NOK) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia (NOK)

NOK 6.190

-0.1%

9:57 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tero kuittinen who wrote (7594)	10/19/2000 9:21:51 AM
From: slacker711	Read Replies (3) of 34857

The future is now... All of the predictions about the importance of W-CDMA to Nokia have to be changed to the present tense. During the CC, the majority of the questions from the analysts dealt directly with 3G handsets/infrastructure. I think that going forward we are going to see Nokia's share price closely follow it's prospects for 3G. Jorma stated that 3G phones would begin ramping during late 2001 with volume shipments expected in 2002. It looks like they are writing off the NTT launch in May (if it occurrs). They are already discussing pricing, delivery, and volume of these phones with "top" customers. Prospects for the fourth quarter sounded pretty good....they gave guidance for margins in the 20-23% range but Nokia has been pretty conservative with these numbers. One odd thing was that ASP's saw no decline YoY. I dont understand how that can be the case when they were clearly cutting prices. If so, then we should see a substantial rise in ASP's during the fourth quarter and into next year as the new products come on-line. On another note....Have you ever met Jorma? He comes through as pretty irratible during the CC's....it sounds like he wants to kick all of the analysts ass's. Not a bad thing <g>....just wondering if this was due to the language barrier. Slacker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next