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Technology Stocks : Nokia Corp. (NOK)

NOK 6.580

+1.5%

3:59 PM EST

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To: Puck who wrote (1371)	10/1/2001 12:32:14 AM
From: slacker711	Read Replies (4) of 9255

I didn't mean to impugn this thread with my remarks about eating crow. Slacker and Carranza both attacked me vehemently, here and elsewhere, for pointing out what I considered reasonably solid evidence that the analyst in question had reached an incorrect conclusion. Been away for a couple of days....nice to see that I was missed. Actually, I disagreed with your thought process....which is a far more fundamental disagreement than just a difference of opinion about your conclusion. I still dont believe that the IR of a firm would ever have confirmed a delay. They will always reiterate whatever was last said by management. I also place considerable weight on the comments of suppliers. You choose to weigh your information differently. As I have likely said a dozen times on the various Nokia threads....we will have to agree to disagree. I know Slacker is embittered and feels that Nokia management mislead him because they changed the target date for introducing the GPRS phones between the second and third quarters of last year without explicit warning, You "know" that Slacker feels embittered? LOL!!! How much Nokia do you think I own? I have generally refrained from posting about either my holdings or my sales/purchases....but just to give you an idea, I own several orders of magnitude more Q than Nokia. It would be extremely hard for any move in Nokia to cause bitterness on my part. On the contrary, I generally follow Nokia closely because of an admiration for Jorma/management in general. It is a very slick company which can delay a major product introduction by a couple of quarters and I (or anyone else on this thread) didnt notice. Nokia is also one of the best damn manufacturing companies in the world. The accounts of Nokia's actions after the fire in the Phillips component plant were a particuarly good example of Nokia's managment in action. OTOH...they have fumbled the ball in various areas over the last couple of quarters. I think that my current thinking about Nokia is likely summed up in the following post. Message 16267145 I still stand by my comments. The fundamental point I have made about GPRS is that Nokia absolutely has to have volume shipments by Christmas. Failure in this would be devastating for both margins and revenue. From a larger view....I am hoping that Nokia can begin pushing the market for handsets rather than having the market push them. I think that this has been my fundamental problem with Nokia all along. The post by Eric Jhonsa in which Nokia indicates that many of the handsets next year will be Java enabled is a damn good sign. I dont particuarly believe that the current crop of Nokia's GPRS handsets are going to last very long. The lack of Java and color screens is going to lead these handsets to obselescense before next summer. However, every journey begins with a single step, and it is nice to see that Nokia has taken the first one. Slacker

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