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Technology Stocks : Nokia (NOK)

NOK 6.835

-1.1%

Nov 7 9:30 AM EST

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To: Eric L who wrote (9665)	3/5/2001 5:23:25 PM
From: S100	Read Replies (1) of 34857

<<Tony Thornley, and Rich Sulpizio's still to go>> When you listen to TT presentation of 28 Feb, note that 24 million CDMA phones were sold in Q1 with some reports still due. Since Qcom shipped, I think, 11 million ASICs in Q4 and 15 million in Q1, seems like there could be quite a number of phones using ASICs from other vendors. Depends, I guess, on data we will not find readily. I think Nokia shipped several million 5185i phones, and perhaps, Mot shipped some without QCOM ASICs. Any thoughts?

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